Richard C. Young & Co’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 | $4.93M | Buy |
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|
2025
Q1 | $5M | Buy |
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|
2024
Q4 | $4.29M | Buy |
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|
2024
Q3 | $4.21M | Buy |
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|
2024
Q2 | $909K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $663K | Sell |
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|
2015
Q2 | $7.68M | Sell |
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|
2015
Q1 | $9.85M | Buy |
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|
2014
Q4 | $10.7M | Sell |
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|
2014
Q3 | $9.63M | Buy |
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|
2014
Q2 | $9.51M | Buy |
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|
2014
Q1 | $8.94M | Sell |
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|
2013
Q4 | $8.72M | Buy |
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|
2013
Q3 | $8.42M | Buy |
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|
2013
Q2 | $8.36M | Buy |
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