Tradewinds 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 | $227K | Buy |
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|
2025
Q2 | $213K | Hold |
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|
2025
Q1 | $221K | Hold |
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|
2024
Q4 | $195K | Hold |
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|
2024
Q3 | $209K | Hold |
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|
2024
Q2 | $181K | Hold |
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|
2024
Q1 | $175K | Hold |
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|
2023
Q4 | $176K | Hold |
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|
2023
Q3 | $160K | Sell |
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|
2023
Q2 | $162K | Buy |
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|
2023
Q1 | $175K | Hold |
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|
2022
Q4 | $186K | Hold |
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|
2022
Q3 | $168K | Hold |
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|
2022
Q2 | $194K | Sell |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $258K | Buy |
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|
2021
Q3 | $239K | Buy |
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|
2021
Q2 | $223K | Buy |
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|
2021
Q1 | $167K | Sell |
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|
2020
Q4 | $159K | Sell |
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|
2020
Q3 | $166K | Buy |
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|
2020
Q2 | $150K | Sell |
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|
2020
Q1 | $164K | Sell |
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|
2019
Q4 | $193K | Buy |
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|
2019
Q3 | $200K | Buy |
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|
2019
Q2 | $184K | Buy |
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|
2019
Q1 | $188K | Buy |
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|
2018
Q4 | $180K | Sell |
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|
2018
Q3 | $178K | Hold |
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|
2018
Q2 | $176K | Hold |
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|
2018
Q1 | $173K | Sell |
|
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|
2017
Q4 | $188K | Sell |
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|
2017
Q3 | $190K | Sell |
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|
2017
Q2 | $230K | Sell |
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|
2017
Q1 | $243K | Buy |
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|
2016
Q4 | $192K | Buy |
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|
2016
Q3 | $180K | Buy |
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|
2016
Q2 | $193K | Sell |
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|
2016
Q1 | $190K | Buy |
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|
2015
Q4 | $153K | Buy |
|
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|
2015
Q3 | $148K | Buy |
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|
2015
Q2 | $146K | Sell |
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|
2015
Q1 | $165K | Buy |
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|
2014
Q4 | $176K | Buy |
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|
2014
Q3 | $35K | Hold |
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|
2014
Q2 | $35K | Sell |
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|
2014
Q1 | $41K | Sell |
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|
2013
Q4 | $50K | Buy |
|