Osborne Partners Capital Management’s Duke Energy DUK Stock Holding History

Osborne Partners Capital Management’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$204K	Sell
2023 Q1	$238K	Buy
2022 Q4	$231K	Sell
2022 Q3	$277K	Buy
2022 Q2	$311K	Sell
2022 Q1	$326K	Sell
2021 Q4	$391K	Sell
2021 Q3	$379K	Buy
2021 Q2	$383K	Sell
2021 Q1	$386K	Sell
2020 Q4	$514K	Sell
2020 Q3	$523K	Hold
2020 Q2	$472K	Sell
2020 Q1	$489K	Sell
2019 Q4	$888K	Buy
2019 Q3	$929K	Sell
2019 Q2	$867K	Sell
2019 Q1	$1.01M	Hold
2018 Q4	$968K	Sell
2018 Q3	$925K	Buy
2018 Q2	$905K	Sell
2018 Q1	$920K	Sell
2017 Q4	$1.01M	Sell
2017 Q3	$1.06M	Sell
2017 Q2	$1.06M	Hold
2017 Q1	$1.04M	Sell
2016 Q4	$1.11M	Buy
2016 Q3	$1.08M	Sell
2016 Q2	$1.31M	Sell
2016 Q1	$2.29M	Sell
2015 Q4	$2.56M	Sell
2015 Q3	$2.66M	Sell
2015 Q2	$2.93M	Sell
2015 Q1	$3.29M	Sell
2014 Q4	$3.61M	Sell
2014 Q3	$3.28M	Sell
2014 Q2	$3.39M	Sell
2014 Q1	$3.31M	Sell
2013 Q4	$3.21M	Sell
2013 Q3	$3.18M	Sell
2013 Q2	$3.33M	Buy