Tortoise Investment Management’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$43.9K	Buy	372 +10	+3%	+$1.18K	﹤0.01%	405
2025 Q1	$44.2K	Hold	362	–	–	﹤0.01%	390
2024 Q4	$39K	Hold	362	–	–	﹤0.01%	456
2024 Q3	$41.7K	Buy	362 +28	+8%	+$3.23K	﹤0.01%	438
2024 Q2	$33.5K	Hold	334	–	–	﹤0.01%	453
2024 Q1	$32.3K	Hold	334	–	–	﹤0.01%	441
2023 Q4	$32.4K	Hold	334	–	–	﹤0.01%	427
2023 Q3	$29.5K	Hold	334	–	–	﹤0.01%	416
2023 Q2	$30K	Hold	334	–	–	﹤0.01%	414
2023 Q1	$32.2K	Hold	334	–	–	0.01%	393
2022 Q4	$34.4K	Hold	334	–	–	0.01%	372
2022 Q3	$31K	Sell	334 -16	-5%	-$1.49K	0.01%	369
2022 Q2	$38K	Hold	350	–	–	0.01%	333
2022 Q1	$39K	Sell	350 -165	-32%	-$18.4K	0.01%	331
2021 Q4	$54K	Buy	515 +165	+47%	+$17.3K	0.01%	286
2021 Q3	$34K	Hold	350	–	–	0.01%	317
2021 Q2	$35K	Hold	350	–	–	0.01%	306
2021 Q1	$34K	Buy	350 +16	+5%	+$1.55K	0.01%	290
2020 Q4	$31K	Hold	334	–	–	0.01%	282
2020 Q3	$30K	Hold	334	–	–	0.01%	268
2020 Q2	$27K	Hold	334	–	–	0.01%	269
2020 Q1	$27K	Hold	334	–	–	0.01%	265
2019 Q4	$30K	Hold	334	–	–	0.01%	279
2019 Q3	$32K	Sell	334 -348	-51%	-$33.3K	0.01%	269
2019 Q2	$60K	Hold	682	–	–	0.02%	230
2019 Q1	$61K	Hold	682	–	–	0.02%	225
2018 Q4	$59K	Buy	682 +334	+96%	+$28.9K	0.02%	217
2018 Q3	$28K	Hold	348	–	–	0.01%	286
2018 Q2	$28K	Hold	348	–	–	0.01%	290
2018 Q1	$27K	Hold	348	–	–	0.01%	296
2017 Q4	$29K	Buy	+348	New	+$29K	0.01%	289
2016 Q3	–	Sell	-666	Closed	-$57K	–	450
2016 Q2	$57K	Buy	+666	New	+$57K	0.02%	184
2014 Q3	–	Sell	-333	Closed	-$25K	–	392
2014 Q2	$25K	Buy	+333	New	+$25K	0.01%	259