Vaughan David Investments’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 | $49.3M | Buy |
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|
2025
Q1 | $50.5M | Buy |
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|
2024
Q4 | $44.3M | Buy |
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|
2024
Q3 | $47.1M | Buy |
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|
2024
Q2 | $40.7M | Buy |
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|
2024
Q1 | $38.6M | Buy |
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|
2023
Q4 | $38M | Buy |
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|
2023
Q3 | $32.4M | Buy |
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|
2023
Q2 | $31.1M | Buy |
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|
2023
Q1 | $32.3M | Buy |
|
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|
2022
Q4 | $34.1M | Buy |
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|
2022
Q3 | $30.4M | Buy |
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|
2022
Q2 | $34.6M | Buy |
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|
2022
Q1 | $35.2M | Buy |
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|
2021
Q4 | $32.9M | Buy |
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|
2021
Q3 | $30.3M | Buy |
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|
2021
Q2 | $30.6M | Buy |
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|
2021
Q1 | $29.1M | Buy |
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|
2020
Q4 | $26.9M | Buy |
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|
2020
Q3 | $25.4M | Buy |
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|
2020
Q2 | $22.5M | Buy |
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|
2020
Q1 | $22.4M | Buy |
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|
2019
Q4 | $25M | Buy |
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|
2019
Q3 | $26.2M | Buy |
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|
2019
Q2 | $23.8M | Buy |
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|
2019
Q1 | $23.9M | Buy |
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|
2018
Q4 | $22.4M | Sell |
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|
2018
Q3 | $21.6M | Buy |
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|
2018
Q2 | $20.9M | Buy |
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|
2018
Q1 | $19.8M | Buy |
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|
2017
Q4 | $20.8M | Sell |
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|
2017
Q3 | $21.1M | Sell |
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|
2017
Q2 | $21.2M | Buy |
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|
2017
Q1 | $20.3M | Buy |
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|
2016
Q4 | $19M | Buy |
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|
2016
Q3 | $19.5M | Buy |
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|
2016
Q2 | $20.6M | Buy |
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|
2016
Q1 | $19.3M | Buy |
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|
2015
Q4 | $17M | Buy |
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|
2015
Q3 | $16.8M | Buy |
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|
2015
Q2 | $16.2M | Buy |
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|
2015
Q1 | $17.5M | Buy |
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|
2014
Q4 | $19M | Buy |
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|
2014
Q3 | $16.9M | Buy |
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|
2014
Q2 | $16.8M | Buy |
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|
2014
Q1 | $15.9M | Buy |
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|
2013
Q4 | $15.2M | Buy |
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|
2013
Q3 | $14.6M | Sell |
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|
2013
Q2 | $15.4M | Buy |
|