Rehmann Capital Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.04M | Buy |
|
|||||
|
2025
Q2 | $930K | Sell |
|
|||||
|
2025
Q1 | $1.01M | Buy |
|
|||||
|
2024
Q4 | $791K | Sell |
|
|||||
|
2024
Q3 | $845K | Buy |
|
|||||
|
2024
Q2 | $734K | Sell |
|
|||||
|
2024
Q1 | $713K | Sell |
|
|||||
|
2023
Q4 | $739K | Sell |
|
|||||
|
2023
Q3 | $701K | Sell |
|
|||||
|
2023
Q2 | $714K | Buy |
|
|||||
|
2023
Q1 | $746K | Buy |
|
|||||
|
2022
Q4 | $784K | Sell |
|
|||||
|
2022
Q3 | $747K | Buy |
|
|||||
|
2022
Q2 | $852K | Sell |
|
|||||
|
2022
Q1 | $944K | Sell |
|
|||||
|
2021
Q4 | $906K | Sell |
|
|||||
|
2021
Q3 | $871K | Sell |
|
|||||
|
2021
Q2 | $896K | Sell |
|
|||||
|
2021
Q1 | $882K | Buy |
|
|||||
|
2020
Q4 | $811K | Sell |
|
|||||
|
2020
Q3 | $848K | Sell |
|
|||||
|
2020
Q2 | $779K | Buy |
|
|||||
|
2020
Q1 | $776K | Buy |
|
|||||
|
2019
Q3 | $1.88M | Buy |
|
|||||
|
2019
Q2 | $1.64M | Sell |
|
|||||
|
2019
Q1 | $1.71M | Buy |
|
|||||
|
2018
Q4 | $1.61M | Buy |
|
|||||
|
2018
Q3 | $1.42M | Buy |
|
|||||
|
2018
Q2 | $1.29M | Buy |
|
|||||
|
2018
Q1 | $1.22M | Buy |
|
|||||
|
2017
Q4 | $1.29M | Sell |
|
|||||
|
2017
Q3 | $1.3M | Sell |
|
|||||
|
2017
Q2 | $1.33M | Sell |
|
|||||
|
2017
Q1 | $1.86M | Buy |
|
|||||
|
2016
Q4 | $1.66M | Buy |
|
|||||
|
2016
Q3 | $1.67M | Buy |
|
|||||
|
2016
Q2 | $1.72M | Buy |
|
|||||
|
2016
Q1 | $1.38M | Buy |
|
|||||
|
2015
Q4 | $788K | Buy |
|
|||||
|
2015
Q3 | $640K | Sell |
|
|||||
|
2015
Q2 | $648K | Buy |
|
|||||
|
2015
Q1 | $682K | Sell |
|
|||||
|
2014
Q4 | $769K | Buy |
|
|||||
|
2014
Q3 | $686K | Sell |
|
|||||
|
2014
Q2 | $689K | Buy |
|
|||||
|
2014
Q1 | $660K | Buy |
|
|||||
|
2013
Q4 | $625K | Buy |
|
|||||
|
2013
Q3 | $603K | Buy |
|
|||||
|
2013
Q2 | $542K | Buy |
|