Telemus Capital’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $295K | Sell |
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|
2023
Q3 | $274K | Buy |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $300K | Sell |
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|
2022
Q4 | $361K | Sell |
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|
2022
Q3 | $324K | Buy |
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|
2022
Q2 | $373K | Hold |
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|
2022
Q1 | $388K | Hold |
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|
2021
Q4 | $365K | Buy |
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|
2021
Q3 | $339K | Buy |
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|
2021
Q2 | $287K | Buy |
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|
2021
Q1 | $272K | Sell |
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|
2020
Q4 | $259K | Sell |
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|
2020
Q3 | $264K | Buy |
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|
2020
Q2 | $224K | Hold |
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|
2020
Q1 | $236K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $200K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $303K | Sell |
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|
2018
Q4 | $294K | Buy |
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|
2018
Q3 | $269K | Sell |
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|
2018
Q2 | $284K | Buy |
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|
2018
Q1 | $268K | Buy |
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|
2017
Q4 | $283K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $277K | Buy |
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|
2017
Q1 | $268K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $280K | Sell |
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|
2016
Q2 | $302K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $207K | Sell |
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|
2013
Q4 | $206K | Sell |
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|
2013
Q3 | $275K | Buy |
|