Searle & 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
Q3
$345K Sell
2025
Q2
$461K Hold
2025
Q1
$477K Hold
2024
Q4
$421K Buy
2024
Q3
$336K Sell
2024
Q2
$403K Buy
2024
Q1
$282K Sell
2023
Q4
$314K Buy
2023
Q3
$271K Hold
2023
Q2
$288K Hold
2023
Q1
$304K Buy
2022
Q4
$309K Hold
2022
Q3
$279K Hold
2022
Q2
$322K Buy
2015
Q3
Sell
2015
Q2
$24K Hold
2015
Q1
$26K Hold
2014
Q4
$28K Buy