Rockbridge Investment Management’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
Q4 | $226K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $138K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $83.4K | Buy |
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|
2022
Q1 | $73.1K | Buy |
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|
2021
Q4 | $68K | Hold |
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|
2021
Q3 | $63K | Sell |
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|
2021
Q2 | $67K | Hold |
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|
2021
Q1 | $65K | Buy |
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|
2020
Q4 | $59K | Hold |
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|
2020
Q3 | $57K | Hold |
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|
2020
Q2 | $51K | Buy |
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