Opus Investment Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $4.67M | Hold |
|
|||||
|
2023
Q1 | $5.02M | Hold |
|
|||||
|
2022
Q4 | $5.36M | Hold |
|
|||||
|
2022
Q3 | $4.84M | Hold |
|
|||||
|
2022
Q2 | $5.58M | Hold |
|
|||||
|
2022
Q1 | $5.81M | Buy |
|
|||||
|
2021
Q4 | $4.95M | Hold |
|
|||||
|
2021
Q3 | $4.61M | Hold |
|
|||||
|
2021
Q2 | $4.66M | Hold |
|
|||||
|
2021
Q1 | $4.56M | Hold |
|
|||||
|
2020
Q4 | $4.32M | Sell |
|
|||||
|
2020
Q3 | $4.8M | Hold |
|
|||||
|
2020
Q2 | $4.33M | Buy |
|
|||||
|
2020
Q1 | $3.25M | Hold |
|
|||||
|
2019
Q4 | $3.67M | Hold |
|
|||||
|
2019
Q3 | $3.85M | Sell |
|
|||||
|
2019
Q2 | $4.43M | Sell |
|
|||||
|
2019
Q1 | $5.51M | Hold |
|
|||||
|
2018
Q4 | $5.28M | Sell |
|
|||||
|
2018
Q3 | $5.94M | Hold |
|
|||||
|
2018
Q2 | $5.87M | Hold |
|
|||||
|
2018
Q1 | $5.75M | Hold |
|
|||||
|
2017
Q4 | $6.24M | Hold |
|
|||||
|
2017
Q3 | $6.23M | Hold |
|
|||||
|
2017
Q2 | $6.2M | Sell |
|
|||||
|
2017
Q1 | $6.5M | Sell |
|
|||||
|
2016
Q4 | $6.3M | Hold |
|
|||||
|
2016
Q3 | $6.5M | Hold |
|
|||||
|
2016
Q2 | $6.97M | Hold |
|
|||||
|
2016
Q1 | $6.55M | Hold |
|
|||||
|
2015
Q4 | $5.8M | Hold |
|
|||||
|
2015
Q3 | $5.84M | Hold |
|
|||||
|
2015
Q2 | $5.73M | Buy |
|
|||||
|
2015
Q1 | $3.85M | Hold |
|
|||||
|
2014
Q4 | $4.19M | Sell |
|
|||||
|
2014
Q3 | $4.69M | Hold |
|
|||||
|
2014
Q2 | $4.65M | Buy |
|
|||||
|
2014
Q1 | $4.32M | Buy |
|
|||||
|
2013
Q4 | $2.88M | Sell |
|
|||||
|
2013
Q3 | $4.05M | Hold |
|
|||||
|
2013
Q2 | $4.1M | Buy |
|