Sadoff 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $11.6M | Sell |
124,338
-2,402
| -2% | -$258K | 0.9% | 36 |
|
|
2022
Q2 | $13.6M | Sell |
126,740
-1,022
| -0.8% | -$112K | 1.02% | 35 |
|
|
2022
Q1 | $14.3M | Buy |
127,762
+2,721
| +2% | +$283K | 0.91% | 36 |
|
|
2021
Q4 | $13.1M | Buy |
125,041
+2,224
| +2% | +$225K | 0.77% | 35 |
|
|
2021
Q3 | $12M | Sell |
122,817
-1,636
| -1% | -$169K | 0.81% | 32 |
|
|
2021
Q2 | $12.3M | Sell |
124,453
-1,829
| -1% | -$184K | 0.82% | 31 |
|
|
2021
Q1 | $12.2M | Sell |
126,282
-1,400
| -1% | -$128K | 0.85% | 32 |
|
|
2020
Q4 | $11.7M | Buy |
127,682
+2,220
| +2% | +$205K | 0.92% | 32 |
|
|
2020
Q3 | $11.1M | Sell |
125,462
-3,536
| -3% | -$291K | 0.99% | 29 |
|
|
2020
Q2 | $10.3M | Sell |
128,998
-119
| -0.1% | -$10.1K | 0.93% | 29 |
|
|
2020
Q1 | $10.4M | Sell |
129,117
-2,675
| -2% | -$246K | 1.18% | 29 |
|
|
2019
Q4 | $12M | Buy |
131,792
+220
| +0.2% | +$20.2K | 0.94% | 32 |
|
|
2019
Q3 | $12.6M | Sell |
131,572
-400
| -0.3% | -$36.4K | 1.05% | 31 |
|
|
2019
Q2 | $11.6M | Buy |
131,972
+1,462
| +1% | +$129K | 0.96% | 31 |
|
|
2019
Q1 | $11.7M | Buy |
130,510
+4,355
| +3% | +$384K | 1.01% | 30 |
|
|
2018
Q4 | $10.9M | Buy |
126,155
+975
| +0.8% | +$83K | 1.07% | 29 |
|
|
2018
Q3 | $10M | Buy |
125,180
+75
| +0.1% | +$6.07K | 0.87% | 32 |
|
|
2018
Q2 | $9.89M | Buy |
125,105
+1
| +0% | +$77 | 0.86% | 33 |
|
|
2018
Q1 | $9.69M | Buy |
125,104
+1,416
| +1% | +$109K | 0.82% | 33 |
|
|
2017
Q4 | $10.4M | Sell |
123,688
-167
| -0.1% | -$14.6K | 0.85% | 33 |
|
|
2017
Q3 | $10.4M | Buy |
123,855
+1,486
| +1% | +$127K | 0.93% | 33 |
|
|
2017
Q2 | $10.2M | Buy |
122,369
+4,350
| +4% | +$366K | 0.97% | 33 |
|
|
2017
Q1 | $9.68M | Buy |
118,019
+450
| +0.4% | +$35.8K | 0.93% | 34 |
|
|
2016
Q4 | $9.13M | Buy |
117,569
+1,034
| +0.9% | +$79.2K | 0.94% | 35 |
|
|
2016
Q3 | $9.33M | Buy |
116,535
+434
| +0.4% | +$35.9K | 1.03% | 34 |
|
|
2016
Q2 | $9.96M | Buy |
116,101
+1,432
| +1% | +$114K | 1.19% | 32 |
|
|
2016
Q1 | $9.25M | Buy |
114,669
+500
| +0.4% | +$37.8K | 1.12% | 36 |
|
|
2015
Q4 | $8.15M | Buy |
114,169
+1,680
| +1% | +$118K | 0.94% | 38 |
|
|
2015
Q3 | $8.09M | Buy |
112,489
+634
| +0.6% | +$45.9K | 1.06% | 31 |
|
|
2015
Q2 | $7.9M | Buy |
111,855
+1,592
| +1% | +$120K | 0.86% | 33 |
|
|
2015
Q1 | $8.47M | Buy |
110,263
+2,000
| +2% | +$162K | 0.95% | 31 |
|
|
2014
Q4 | $9.04M | Buy |
108,263
+490
| +0.5% | +$39.5K | 1.05% | 31 |
|
|
2014
Q3 | $8.06M | Buy |
107,773
+978
| +0.9% | +$71.4K | 1.04% | 31 |
|
|
2014
Q2 | $7.92M | Buy |
106,795
+250
| +0.2% | +$18K | 1.03% | 31 |
|
|
2014
Q1 | $7.59M | Buy |
106,545
+2,000
| +2% | +$139K | 1.01% | 32 |
|
|
2013
Q4 | $7.21M | Buy |
104,545
+2,111
| +2% | +$148K | 1% | 31 |
|
|
2013
Q3 | $6.84M | Buy |
102,434
+87,800
| +600% | +$5.99M | 1.12% | 30 |
|
|
2013
Q2 | $988K | Buy |
+14,634
| New | +$1.03M | 0.18% | 30 |
|
Other funds holding DUK
