TD Capital Management’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 | $15K | Hold |
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|
2025
Q2 | $14.3K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $36K | Buy |
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|
2023
Q2 | $36.3K | Buy |
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|
2023
Q1 | $38.6K | Buy |
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|
2022
Q4 | $40.7K | Buy |
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|
2022
Q3 | $36K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $46K | Buy |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $6K | Hold |
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|
2021
Q1 | $6K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $8K | Sell |
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|
2019
Q3 | $51K | Hold |
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|
2019
Q2 | $47K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $21K | Hold |
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|
2017
Q2 | $20K | Hold |
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|
2017
Q1 | $20K | Hold |
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|
2016
Q4 | $19K | Hold |
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|
2016
Q3 | $20K | Hold |
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|
2016
Q2 | $21K | Buy |
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