Vanguard Personalized Indexing 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
Q2 | $14.3M | Buy |
|
|||||
|
2025
Q1 | $12.7M | Buy |
|
|||||
|
2024
Q4 | $10.3M | Buy |
|
|||||
|
2024
Q3 | $9.79M | Buy |
|
|||||
|
2024
Q2 | $7.02M | Buy |
|
|||||
|
2024
Q1 | $5.53M | Buy |
|
|||||
|
2023
Q4 | $4.85M | Sell |
|
|||||
|
2023
Q3 | $4.87M | Buy |
|
|||||
|
2023
Q2 | $4.72M | Buy |
|
|||||
|
2023
Q1 | $4.9M | Buy |
|
|||||
|
2022
Q4 | $3.56M | Sell |
|
|||||
|
2022
Q3 | $3.79M | Buy |
|
|||||
|
2022
Q2 | $3.87M | Buy |
|
|||||
|
2022
Q1 | $3.11M | Buy |
|
|||||
|
2021
Q4 | $1.81M | Buy |
|
|||||
|
2021
Q3 | $986K | Buy |
|
|||||
|
2021
Q2 | $794K | Buy |
|
|||||
|
2021
Q1 | $377K | Buy |
|
|||||
|
2020
Q4 | $311K | Buy |
|
|||||
|
2020
Q3 | $240K | Sell |
|
|||||
|
2020
Q2 | $253K | Sell |
|
|||||
|
2020
Q1 | $584K | Buy |
|