Sawyer & Company’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 | $965K | Hold |
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|
2025
Q2 | $965K | Sell |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $961K | Sell |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.07M | Hold |
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|
2023
Q1 | $1.18M | Sell |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $1.03M | Sell |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.24M | Hold |
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|
2021
Q3 | $1.15M | Hold |
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|
2021
Q2 | $1.16M | Sell |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.11M | Sell |
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|
2020
Q3 | $1.08M | Hold |
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|
2020
Q2 | $973K | Hold |
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|
2020
Q1 | $986K | Buy |
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|
2019
Q4 | $1.09M | Buy |
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|
2019
Q3 | $918K | Sell |
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|
2019
Q2 | $871K | Sell |
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|
2019
Q1 | $901K | Buy |
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|
2018
Q4 | $724K | Buy |
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|
2018
Q3 | $659K | Buy |
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|
2018
Q2 | $270K | Buy |
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|
2018
Q1 | $71K | Buy |
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