Sigma Investment Counselors’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 | $279K | Sell |
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|
2025
Q2 | $308K | Sell |
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|
2025
Q1 | $375K | Hold |
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|
2024
Q4 | $332K | Hold |
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|
2024
Q3 | $355K | Hold |
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|
2024
Q2 | $308K | Hold |
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|
2024
Q1 | $298K | Hold |
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|
2023
Q4 | $299K | Sell |
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|
2023
Q3 | $273K | Sell |
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|
2023
Q2 | $410K | Sell |
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|
2023
Q1 | $467K | Buy |
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|
2022
Q4 | $468K | Buy |
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|
2022
Q3 | $409K | Buy |
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|
2022
Q2 | $471K | Buy |
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|
2022
Q1 | $489K | Buy |
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|
2021
Q4 | $389K | Sell |
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|
2021
Q3 | $367K | Buy |
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|
2021
Q2 | $359K | Sell |
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|
2021
Q1 | $359K | Sell |
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|
2020
Q4 | $350K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $405K | Sell |
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|
2020
Q1 | $410K | Sell |
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|
2019
Q4 | $467K | Buy |
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|
2019
Q3 | $489K | Buy |
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|
2019
Q2 | $407K | Buy |
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|
2019
Q1 | $406K | Buy |
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|
2018
Q4 | $350K | Sell |
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|
2018
Q3 | $1.58M | Buy |
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|
2018
Q2 | $1.48M | Buy |
|
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|
2018
Q1 | $1.43M | Sell |
|
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|
2017
Q4 | $1.58M | Sell |
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|
2017
Q3 | $1.6M | Sell |
|
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|
2017
Q2 | $1.6M | Sell |
|
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|
2017
Q1 | $1.61M | Sell |
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|
2016
Q4 | $1.55M | Sell |
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|
2016
Q3 | $1.63M | Sell |
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|
2016
Q2 | $1.79M | Sell |
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|
2016
Q1 | $1.73M | Sell |
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|
2015
Q4 | $1.54M | Sell |
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|
2015
Q3 | $1.57M | Sell |
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|
2015
Q2 | $1.64M | Sell |
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|
2015
Q1 | $1.79M | Sell |
|
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|
2014
Q4 | $2.05M | Sell |
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|
2014
Q3 | $1.85M | Sell |
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|
2014
Q2 | $1.9M | Sell |
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|
2014
Q1 | $1.88M | Sell |
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|
2013
Q4 | $1.95M | Sell |
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|
2013
Q3 | $1.91M | Buy |
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|
2013
Q2 | $1.87M | Buy |
|