UBS Group’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 | $358M | Sell |
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|
2025
Q1 | $440M | Buy |
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|
2024
Q4 | $267M | Sell |
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|
2024
Q3 | $403M | Buy |
|
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|
2024
Q2 | $280M | Buy |
|
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|
2024
Q1 | $229M | Buy |
|
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|
2023
Q4 | $199M | Sell |
|
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|
2023
Q3 | $188M | Buy |
|
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|
2023
Q2 | $176M | Buy |
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|
2023
Q1 | $174M | Buy |
|
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|
2022
Q4 | $170M | Buy |
|
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|
2022
Q3 | $138M | Sell |
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|
2022
Q2 | $177M | Buy |
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|
2022
Q1 | $181M | Sell |
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|
2021
Q4 | $194M | Sell |
|
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|
2021
Q3 | $189M | Buy |
|
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|
2021
Q2 | $178M | Sell |
|
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|
2021
Q1 | $178M | Buy |
|
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|
2020
Q4 | $145M | Sell |
|
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|
2020
Q3 | $146M | Buy |
|
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|
2020
Q2 | $111M | Sell |
|
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|
2020
Q1 | $148M | Sell |
|
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|
2019
Q4 | $186M | Buy |
|
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|
2019
Q3 | $168M | Buy |
|
|||||
|
2019
Q2 | $134M | Buy |
|
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|
2019
Q1 | $114M | Sell |
|
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|
2018
Q4 | $129M | Buy |
|
|||||
|
2018
Q3 | $107M | Buy |
|
|||||
|
2018
Q2 | $104M | Sell |
|
|||||
|
2018
Q1 | $107M | Sell |
|
|||||
|
2017
Q4 | $142M | Sell |
|
|||||
|
2017
Q3 | $167M | Buy |
|
|||||
|
2017
Q2 | $157M | Sell |
|
|||||
|
2017
Q1 | $196M | Buy |
|
|||||
|
2016
Q4 | $134M | Buy |
|
|||||
|
2016
Q3 | $118M | Sell |
|
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|
2016
Q2 | $143M | Buy |
|
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|
2016
Q1 | $130M | Buy |
|
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|
2015
Q4 | $103M | Buy |
|
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|
2015
Q3 | $83.7M | Sell |
|
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|
2015
Q2 | $93.1M | Sell |
|
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|
2015
Q1 | $115M | Buy |
|
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|
2014
Q4 | $124M | Buy |
|