UBS AM’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 | $537M | Sell |
|
|||||
|
2025
Q2 | $583M | Buy |
|
|||||
|
2025
Q1 | $443M | Buy |
|
|||||
|
2024
Q4 | $344M | Buy |
|
|||||
|
2024
Q3 | $358M | Sell |
|
|||||
|
2024
Q2 | $354M | Buy |
|
|||||
|
2024
Q1 | $283M | Sell |
|
|||||
|
2023
Q4 | $285M | Buy |
|
|||||
|
2023
Q3 | $238M | Buy |
|
|||||
|
2023
Q2 | $258M | Hold |
|
|||||
|
2023
Q1 | $258M | Sell |
|
|||||
|
2022
Q4 | $282M | Sell |
|
|||||
|
2022
Q3 | $256M | Buy |
|
|||||
|
2022
Q2 | $290M | Sell |
|
|||||
|
2022
Q1 | $305M | Buy |
|
|||||
|
2021
Q4 | $267M | Sell |
|
|||||
|
2021
Q3 | $275M | Buy |
|
|||||
|
2021
Q2 | $271M | Sell |
|
|||||
|
2021
Q1 | $288M | Buy |
|
|||||
|
2020
Q4 | $273M | Buy |
|
|||||
|
2020
Q3 | $256M | Sell |
|
|||||
|
2020
Q2 | $235M | Sell |
|
|||||
|
2020
Q1 | $268M | Sell |
|
|||||
|
2019
Q4 | $305M | Buy |
|
|||||
|
2019
Q3 | $306M | Buy |
|
|||||
|
2019
Q2 | $263M | Sell |
|
|||||
|
2019
Q1 | $286M | Sell |
|
|||||
|
2018
Q4 | $289M | Sell |
|
|||||
|
2018
Q3 | $269M | Sell |
|
|||||
|
2018
Q2 | $271M | Sell |
|
|||||
|
2018
Q1 | $268M | Buy |
|
|||||
|
2017
Q4 | $261M | Buy |
|
|||||
|
2017
Q3 | $257M | Buy |
|
|||||
|
2017
Q2 | $247M | Sell |
|
|||||
|
2017
Q1 | $245M | Buy |
|
|||||
|
2016
Q4 | $209M | Sell |
|
|||||
|
2016
Q3 | $227M | Buy |
|
|||||
|
2016
Q2 | $235M | Buy |
|
|||||
|
2016
Q1 | $212M | Sell |
|
|||||
|
2015
Q4 | $189M | Sell |
|
|||||
|
2015
Q3 | $222M | Sell |
|
|||||
|
2015
Q2 | $238M | Buy |
|
|||||
|
2015
Q1 | $256M | Sell |
|
|||||
|
2014
Q4 | $286M | Buy |
|
|||||
|
2014
Q3 | $247M | Buy |
|
|||||
|
2014
Q2 | $238M | Buy |
|
|||||
|
2014
Q1 | $207M | Buy |
|
|||||
|
2013
Q4 | $185M | Buy |
|
|||||
|
2013
Q3 | $172M | Buy |
|
|||||
|
2013
Q2 | $172M | Buy |
|