Simon Quick Advisors’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 | – | Sell |
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|
2025
Q1 | $638K | Buy |
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|
2024
Q4 | $393K | Buy |
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|
2024
Q3 | $351K | Buy |
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|
2024
Q2 | $274K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $222K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $35K | Sell |
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|
2021
Q4 | $76K | Buy |
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|
2021
Q3 | $63K | Sell |
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|
2021
Q2 | $116K | Sell |
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|
2021
Q1 | $133K | Buy |
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|
2020
Q4 | $25K | Buy |
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|
2020
Q3 | $9K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $74K | Buy |
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|
2019
Q3 | $60K | Hold |
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|
2019
Q2 | $54.9K | Buy |
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|
2019
Q1 | $55K | Sell |
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|
2018
Q4 | $68K | Buy |
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|
2018
Q3 | $4K | Hold |
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|
2018
Q2 | $3K | Hold |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $3K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $14K | Hold |
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|
2016
Q4 | $13K | Buy |
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