P.J. Schmidt Investment Management (PJS)’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Hold |
|
|||||
|
2025
Q1 | $773K | Sell |
|
|||||
|
2024
Q4 | $765K | Sell |
|
|||||
|
2024
Q3 | $825K | Sell |
|
|||||
|
2024
Q2 | $747K | Sell |
|
|||||
|
2024
Q1 | $994K | Sell |
|
|||||
|
2023
Q4 | $1.05M | Sell |
|
|||||
|
2023
Q3 | $1.03M | Sell |
|
|||||
|
2023
Q2 | $1.18M | Hold |
|
|||||
|
2023
Q1 | $1.23M | Sell |
|
|||||
|
2022
Q4 | $1.29M | Sell |
|
|||||
|
2022
Q3 | $1.15M | Sell |
|
|||||
|
2022
Q2 | $1.47M | Sell |
|
|||||
|
2022
Q1 | $1.47M | Hold |
|
|||||
|
2021
Q4 | $1.4M | Sell |
|
|||||
|
2021
Q3 | $1.48M | Sell |
|
|||||
|
2021
Q2 | $1.5M | Buy |
|
|||||
|
2021
Q1 | $1.37M | Sell |
|
|||||
|
2020
Q4 | $1.73M | Sell |
|
|||||
|
2020
Q3 | $1.87M | Sell |
|
|||||
|
2020
Q2 | $1.8M | Sell |
|
|||||
|
2020
Q1 | $1.85M | Sell |
|
|||||
|
2019
Q4 | $2.14M | Sell |
|
|||||
|
2019
Q3 | $2.25M | Sell |
|
|||||
|
2019
Q2 | $2.15M | Sell |
|
|||||
|
2019
Q1 | $2.23M | Buy |
|
|||||
|
2018
Q4 | $2.05M | Buy |
|
|||||
|
2018
Q3 | $1.87M | Sell |
|
|||||
|
2018
Q2 | $1.88M | Sell |
|
|||||
|
2018
Q1 | $1.89M | Sell |
|
|||||
|
2017
Q4 | $2.22M | Sell |
|
|||||
|
2017
Q3 | $3.37M | Sell |
|
|||||
|
2017
Q2 | $3.6M | Buy |
|
|||||
|
2017
Q1 | $3.51M | Sell |
|
|||||
|
2016
Q4 | $3.34M | Buy |
|
|||||
|
2016
Q3 | $3.39M | Buy |
|
|||||
|
2016
Q2 | $3.6M | Buy |
|
|||||
|
2016
Q1 | $3.09M | Buy |
|
|||||
|
2015
Q4 | $1.86M | Sell |
|
|||||
|
2015
Q3 | $1.94M | Sell |
|
|||||
|
2015
Q2 | $2.04M | Sell |
|
|||||
|
2015
Q1 | $2.91M | Sell |
|
|||||
|
2014
Q4 | $3.29M | Sell |
|
|||||
|
2014
Q3 | $3.14M | Sell |
|
|||||
|
2014
Q2 | $3.3M | Sell |
|
|||||
|
2014
Q1 | $4.22M | Sell |
|
|||||
|
2013
Q4 | $4.23M | Sell |
|
|||||
|
2013
Q3 | $4.16M | Sell |
|
|||||
|
2013
Q2 | $4.38M | Buy |
|