Stifel Financial’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 | $95.1M | Buy |
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|
2025
Q1 | $93.1M | Buy |
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|
2024
Q4 | $77.2M | Buy |
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|
2024
Q3 | $81.3M | Sell |
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|
2024
Q2 | $76.8M | Sell |
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|
2024
Q1 | $74.5M | Buy |
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|
2023
Q4 | $71.9M | Sell |
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|
2023
Q3 | $65.8M | Buy |
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|
2023
Q2 | $65M | Buy |
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|
2023
Q1 | $60.8M | Sell |
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|
2022
Q4 | $65M | Sell |
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|
2022
Q3 | $115M | Buy |
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|
2022
Q2 | $129M | Buy |
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|
2022
Q1 | $62.1M | Buy |
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|
2021
Q4 | $56.5M | Buy |
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|
2021
Q3 | $50.9M | Sell |
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|
2021
Q2 | $54.8M | Buy |
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|
2021
Q1 | $53.5M | Sell |
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|
2020
Q4 | $99.5M | Sell |
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|
2020
Q3 | $100M | Buy |
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|
2020
Q2 | $89.3M | Buy |
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|
2020
Q1 | $88.5M | Sell |
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|
2019
Q4 | $109M | Buy |
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|
2019
Q3 | $107M | Buy |
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|
2019
Q2 | $97.7M | Buy |
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|
2019
Q1 | $97.7M | Buy |
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|
2018
Q4 | $92M | Buy |
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|
2018
Q3 | $79.5M | Buy |
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|
2018
Q2 | $78.3M | Buy |
|
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|
2018
Q1 | $73.7M | Buy |
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|
2017
Q4 | $75.4M | Buy |
|
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|
2017
Q3 | $74.2M | Buy |
|
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|
2017
Q2 | $71.5M | Buy |
|
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|
2017
Q1 | $68.5M | Buy |
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|
2016
Q4 | $62.1M | Buy |
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|
2016
Q3 | $62.4M | Sell |
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|
2016
Q2 | $71.8M | Buy |
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|
2016
Q1 | $61.6M | Buy |
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|
2015
Q4 | $50.9M | Buy |
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|
2015
Q3 | $19M | Buy |
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|
2015
Q2 | $17.4M | Buy |
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|
2015
Q1 | $17.8M | Sell |
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|
2014
Q4 | $50.1M | Buy |
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|
2014
Q3 | $38.4M | Buy |
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|
2014
Q2 | $34.5M | Buy |
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|
2014
Q1 | $30.9M | Buy |
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