Spectrum Asset Management (California)’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 | $4.03M | Sell |
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|
2025
Q1 | $4.17M | Sell |
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|
2024
Q4 | $3.7M | Buy |
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|
2024
Q3 | $3.94M | Buy |
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|
2024
Q2 | $3.31M | Buy |
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|
2024
Q1 | $3.19M | Buy |
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|
2023
Q4 | $3.05M | Sell |
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|
2023
Q3 | $2.83M | Sell |
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|
2023
Q2 | $2.96M | Sell |
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|
2023
Q1 | $3.5M | Buy |
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|
2022
Q4 | $3.16M | Buy |
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|
2022
Q3 | $2.8M | Buy |
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|
2022
Q2 | $2.99M | Buy |
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|
2022
Q1 | $3.11M | Buy |
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|
2021
Q4 | $2.92M | Buy |
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|
2021
Q3 | $2.71M | Hold |
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|
2021
Q2 | $2.74M | Buy |
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|
2021
Q1 | $2.59M | Buy |
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|
2020
Q4 | $2.45M | Buy |
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|
2020
Q3 | $1.92M | Buy |
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|
2020
Q2 | $565K | Buy |
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