Pettyjohn Wood & White’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 | $1.71M | Buy |
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|
2025
Q1 | $1.72M | Sell |
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|
2024
Q4 | $1.76M | Hold |
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|
2024
Q3 | $1.88M | Sell |
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|
2024
Q2 | $1.67M | Hold |
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|
2024
Q1 | $1.61M | Buy |
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|
2023
Q4 | $1.59M | Buy |
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|
2023
Q3 | $1.42M | Buy |
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|
2023
Q2 | $1.44M | Sell |
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|
2023
Q1 | $1.58M | Sell |
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|
2022
Q4 | $1.71M | Sell |
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|
2022
Q3 | $1.55M | Sell |
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|
2022
Q2 | $1.88M | Buy |
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|
2022
Q1 | $1.93M | Sell |
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|
2021
Q4 | $1.88M | Sell |
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|
2021
Q3 | $1.79M | Sell |
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|
2021
Q2 | $1.81M | Sell |
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|
2021
Q1 | $1.86M | Buy |
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|
2020
Q4 | $1.72M | Sell |
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|
2020
Q3 | $1.68M | Buy |
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|
2020
Q2 | $1.08M | Sell |
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|
2020
Q1 | $1.12M | Sell |
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|
2019
Q4 | $1.26M | Buy |
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|
2019
Q3 | $1.32M | Sell |
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|
2019
Q2 | $1.23M | Buy |
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|
2019
Q1 | $1.23M | Buy |
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|
2018
Q4 | $1.15M | Buy |
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|
2018
Q3 | $998K | Sell |
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|
2018
Q2 | $988K | Sell |
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|
2018
Q1 | $978K | Buy |
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|
2017
Q4 | $1.01M | Sell |
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|
2017
Q3 | $1.11M | Hold |
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|
2017
Q2 | $1.11M | Buy |
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|
2017
Q1 | $1.07M | Sell |
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|
2016
Q4 | $1.07M | Sell |
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|
2016
Q3 | $1.11M | Sell |
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|
2016
Q2 | $1.28M | Sell |
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|
2016
Q1 | $1.21M | Buy |
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|
2015
Q4 | $1.06M | Buy |
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|
2015
Q3 | $920K | Buy |
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|
2015
Q2 | $846K | Sell |
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|
2015
Q1 | $968K | Sell |
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|
2014
Q4 | $1.07M | Hold |
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|
2014
Q3 | $956K | Sell |
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|
2014
Q2 | $963K | Sell |
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|
2014
Q1 | $953K | Buy |
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|
2013
Q4 | $838K | Buy |
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|
2013
Q3 | $803K | Hold |
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|
2013
Q2 | $812K | Buy |
|