Princeton Portfolio Strategies Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $468K | Sell |
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|
2021
Q1 | $897K | Sell |
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|
2020
Q4 | $900K | Hold |
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|
2020
Q3 | $870K | Sell |
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|
2020
Q2 | $800K | Sell |
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|
2020
Q1 | $822K | Hold |
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|
2019
Q4 | $927K | Sell |
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|
2019
Q3 | $982K | Hold |
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|
2019
Q2 | $904K | Hold |
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|
2019
Q1 | $922K | Hold |
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|
2018
Q4 | $884K | Hold |
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|
2018
Q3 | $820K | Hold |
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|
2018
Q2 | $810K | Sell |
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|
2018
Q1 | $795K | Buy |
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|
2017
Q4 | $863K | Buy |
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|
2017
Q3 | $861K | Buy |
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|
2017
Q2 | $857K | Buy |
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|
2017
Q1 | $841K | Buy |
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|
2016
Q4 | $796K | Buy |
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|
2016
Q3 | $820K | Buy |
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|
2016
Q2 | $862K | Sell |
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|
2016
Q1 | $815K | Hold |
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|
2015
Q4 | $721K | Sell |
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|
2015
Q3 | $740K | Sell |
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|
2015
Q2 | $740K | Sell |
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|
2015
Q1 | $814K | Sell |
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|
2014
Q4 | $1.16M | Sell |
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|
2014
Q3 | $1.9M | Sell |
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|
2014
Q2 | $1.95M | Buy |
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|
2014
Q1 | $1.71M | Sell |
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|
2013
Q4 | $1.71M | Sell |
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|
2013
Q3 | $1.67M | Sell |
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|
2013
Q2 | $1.7M | Buy |
|