Rossmore Private Capital’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 | $324K | Buy |
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|
2025
Q2 | $280K | Sell |
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|
2025
Q1 | $316K | Sell |
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $396K | Buy |
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|
2024
Q2 | $259K | Hold |
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|
2024
Q1 | $250K | Hold |
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|
2023
Q4 | $251K | Hold |
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|
2023
Q3 | $228K | Buy |
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|
2023
Q2 | $221K | Sell |
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|
2023
Q1 | $363K | Buy |
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|
2022
Q4 | $359K | Buy |
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|
2022
Q3 | $315K | Buy |
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|
2022
Q2 | $361K | Buy |
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|
2022
Q1 | $372K | Hold |
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|
2021
Q4 | $350K | Buy |
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|
2021
Q3 | $314K | Hold |
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|
2021
Q2 | $318K | Hold |
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|
2021
Q1 | $311K | Sell |
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|
2020
Q4 | $576K | Buy |
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|
2020
Q3 | $375K | Hold |
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|
2020
Q2 | $339K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $27K | Buy |
|