Tower Bridge Advisors’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 | $1.85M | Buy |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $797K | Sell |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | $1.45M | Sell |
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|
2023
Q1 | $1.75M | Sell |
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|
2022
Q4 | $1.9M | Hold |
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|
2022
Q3 | $1.71M | Sell |
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|
2022
Q2 | $2.04M | Sell |
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|
2022
Q1 | $2.23M | Buy |
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|
2021
Q4 | $1.93M | Sell |
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|
2021
Q3 | $1.94M | Buy |
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|
2021
Q2 | $1.4M | Sell |
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|
2021
Q1 | $1.44M | Buy |
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|
2020
Q4 | $1.26M | Buy |
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|
2020
Q3 | $420K | Buy |
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|
2020
Q2 | $347K | Sell |
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|
2020
Q1 | $384K | Buy |
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|
2019
Q4 | $417K | Buy |
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|
2019
Q3 | $344K | Sell |
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|
2019
Q2 | $350K | Sell |
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|
2019
Q1 | $366K | Hold |
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|
2018
Q4 | $351K | Hold |
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|
2018
Q3 | $326K | Sell |
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|
2018
Q2 | $356K | Hold |
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|
2018
Q1 | $349K | Sell |
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|
2017
Q4 | $486K | Buy |
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|
2017
Q3 | $455K | Hold |
|
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|
2017
Q2 | $453K | Sell |
|
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|
2017
Q1 | $452K | Hold |
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|
2016
Q4 | $427K | Hold |
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|
2016
Q3 | $441K | Hold |
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|
2016
Q2 | $472K | Hold |
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|
2016
Q1 | $444K | Sell |
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|
2015
Q4 | $400K | Hold |
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|
2015
Q3 | $403K | Hold |
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|
2015
Q2 | $396K | Sell |
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|
2015
Q1 | $558K | Hold |
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|
2014
Q4 | $607K | Sell |
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|
2014
Q3 | $554K | Hold |
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|
2014
Q2 | $549K | Hold |
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|
2014
Q1 | $527K | Sell |
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|
2013
Q4 | $653K | Sell |
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|
2013
Q3 | $657K | Buy |
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|
2013
Q2 | $656K | Buy |
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