Richard Bernstein Advisors’s Duke Energy DUK Stock Holding History

Richard Bernstein Advisors’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
2025 Q2	$3.35M	Buy
2024 Q3	–	Sell
2024 Q2	$2.61M	Hold
2024 Q1	$2.52M	Hold
2023 Q4	$2.53M	Sell
2023 Q3	$2.62M	Hold
2023 Q2	$2.67M	Hold
2023 Q1	$2.87M	Hold
2022 Q4	$3.06M	Hold
2022 Q3	$2.76M	Hold
2022 Q2	$3.19M	Buy
2022 Q1	$2.78M	Hold
2021 Q4	$2.61M	Buy
2020 Q2	–	Sell
2020 Q1	$1.56M	Hold
2019 Q4	$1.76M	Hold
2019 Q3	$1.85M	Hold
2019 Q2	$1.71M	Buy
2018 Q1	–	Sell
2017 Q4	$605K	Hold
2017 Q3	$603K	Hold
2017 Q2	$601K	Sell
2017 Q1	$2.44M	Hold
2016 Q4	$2.31M	Hold
2016 Q3	$2.39M	Hold
2016 Q2	$2.56M	Hold
2016 Q1	$2.41M	Sell
2015 Q4	$3.42M	Hold
2015 Q3	$3.45M	Hold
2015 Q2	$3.39M	Buy