Valley National Advisers’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 | $181K | Buy |
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|
2025
Q2 | $172K | Buy |
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|
2025
Q1 | $177K | Sell |
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|
2024
Q4 | $159K | Buy |
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|
2024
Q3 | $166K | Sell |
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|
2024
Q2 | $181K | Sell |
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|
2024
Q1 | $185K | Buy |
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|
2023
Q4 | $183K | Buy |
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|
2023
Q3 | $148K | Sell |
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|
2023
Q2 | $160K | Sell |
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|
2023
Q1 | $190K | Hold |
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|
2022
Q4 | $202K | Hold |
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|
2022
Q3 | $174K | Buy |
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|
2022
Q2 | $193K | Hold |
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|
2022
Q1 | $201K | Buy |
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|
2021
Q4 | $147K | Buy |
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|
2021
Q3 | $133K | Hold |
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|
2021
Q2 | $134K | Sell |
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|
2021
Q1 | $136K | Hold |
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|
2020
Q4 | $129K | Hold |
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|
2020
Q3 | $125K | Buy |
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|
2020
Q2 | $80K | Buy |
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|
2020
Q1 | $77K | Buy |
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|
2019
Q4 | $82K | Buy |
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|
2019
Q3 | $54K | Buy |
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|
2019
Q2 | $49K | Sell |
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|
2019
Q1 | $52K | Sell |
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|
2018
Q4 | $302K | Buy |
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|
2018
Q3 | $274K | Sell |
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|
2018
Q2 | $413K | Buy |
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|
2018
Q1 | $174K | Sell |
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|
2017
Q4 | $219K | Buy |
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|
2017
Q3 | $217K | Buy |
|
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|
2017
Q2 | $215K | Sell |
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|
2017
Q1 | $219K | Buy |
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|
2016
Q4 | $206K | Sell |
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|
2016
Q3 | $216K | Sell |
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|
2016
Q2 | $237K | Buy |
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|
2016
Q1 | $219K | Buy |
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|
2015
Q4 | $157K | Buy |
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|
2015
Q3 | $157K | Buy |
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|
2015
Q2 | $153K | Buy |
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|
2015
Q1 | $44K | Buy |
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|
2014
Q4 | $28K | Buy |
|