Sterling Investment Counsel’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 | – | Sell |
|
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|
2025
Q2 | $385K | Sell |
|
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|
2025
Q1 | $433K | Buy |
|
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|
2024
Q4 | $352K | Hold |
|
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|
2024
Q3 | $376K | Hold |
|
|||||
|
2024
Q2 | $327K | Sell |
|
|||||
|
2024
Q1 | $379K | Buy |
|
|||||
|
2023
Q4 | $353K | Buy |
|
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|
2023
Q3 | $309K | Hold |
|
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|
2023
Q2 | $314K | Buy |
|
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|
2023
Q1 | $333K | Sell |
|
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|
2022
Q4 | $402K | Hold |
|
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|
2022
Q3 | $362K | Hold |
|
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|
2022
Q2 | $418K | Buy |
|
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|
2022
Q1 | $347K | Buy |
|
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|
2021
Q4 | $292K | Buy |
|