Shell Asset 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
Q2 | $508K | Buy |
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|
2025
Q1 | $183K | Hold |
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|
2024
Q4 | $162K | Hold |
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|
2024
Q3 | $173K | Buy |
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|
2024
Q1 | $150K | Sell |
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|
2023
Q4 | $158K | Hold |
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|
2023
Q3 | $144K | Hold |
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|
2023
Q2 | $146K | Hold |
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|
2023
Q1 | $157K | Hold |
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|
2022
Q4 | $168K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.17M | Sell |
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|
2021
Q1 | $1.4M | Sell |
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|
2020
Q4 | $9.28M | Sell |
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|
2020
Q3 | $12.1M | Sell |
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|
2020
Q2 | $11.5M | Sell |
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|
2020
Q1 | $13.8M | Buy |
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|
2019
Q4 | $15.3M | Sell |
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|
2019
Q3 | $19.5M | Sell |
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|
2019
Q2 | $20.3M | Sell |
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|
2019
Q1 | $21.5M | Sell |
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|
2018
Q4 | $21.4M | Sell |
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|
2018
Q3 | $21M | Sell |
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|
2018
Q2 | $21M | Buy |
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|
2018
Q1 | $15.8M | Buy |
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|
2017
Q4 | $15.8M | Buy |
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|
2017
Q3 | $14.8M | Sell |
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|
2017
Q2 | $15.7M | Sell |
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|
2017
Q1 | $21M | Buy |
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|
2016
Q4 | $17.9M | Sell |
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|
2016
Q3 | $32.6M | Sell |
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|
2016
Q2 | $36.4M | Buy |
|
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|
2016
Q1 | $33.6M | Sell |
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|
2015
Q4 | $33M | Sell |
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|
2015
Q3 | $41.2M | Buy |
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|
2015
Q2 | $33M | Sell |
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|
2015
Q1 | $40.1M | Sell |
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|
2014
Q4 | $44M | Sell |
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|
2014
Q3 | $41.2M | Buy |
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|
2014
Q2 | $40.8M | Buy |
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|
2014
Q1 | $25.4M | Buy |
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|
2013
Q4 | $24.5M | Sell |
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|
2013
Q3 | $25.4M | Sell |
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|
2013
Q2 | $26.2M | Buy |
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