Violich Capital 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
Q3 | $1.09M | Hold |
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|
2025
Q2 | $1.04M | Sell |
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|
2025
Q1 | $1.2M | Hold |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.16M | Hold |
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|
2024
Q2 | $1M | Hold |
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|
2024
Q1 | $969K | Buy |
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|
2023
Q4 | $885K | Hold |
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|
2023
Q3 | $805K | Hold |
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|
2023
Q2 | $819K | Hold |
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|
2023
Q1 | $880K | Hold |
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|
2022
Q4 | $939K | Hold |
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|
2022
Q3 | $848K | Hold |
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|
2022
Q2 | $978K | Hold |
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|
2022
Q1 | $1.02M | Hold |
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|
2021
Q4 | $957K | Sell |
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|
2021
Q3 | $895K | Buy |
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|
2021
Q2 | $900K | Sell |
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|
2021
Q1 | $909K | Sell |
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|
2020
Q4 | $962K | Hold |
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|
2020
Q3 | $931K | Hold |
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|
2020
Q2 | $840K | Hold |
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|
2020
Q1 | $850K | Hold |
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|
2019
Q4 | $959K | Sell |
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|
2019
Q3 | $1.04M | Sell |
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|
2019
Q2 | $966K | Buy |
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|
2019
Q1 | $971K | Hold |
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|
2018
Q4 | $931K | Hold |
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|
2018
Q3 | $864K | Hold |
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|
2018
Q2 | $853K | Hold |
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|
2018
Q1 | $836K | Hold |
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|
2017
Q4 | $908K | Hold |
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|
2017
Q3 | $906K | Sell |
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|
2017
Q2 | $942K | Buy |
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|
2017
Q1 | $912K | Hold |
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|
2016
Q4 | $864K | Buy |
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|
2016
Q3 | $855K | Hold |
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|
2016
Q2 | $917K | Buy |
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|
2016
Q1 | $844K | Buy |
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|
2015
Q4 | $741K | Sell |
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|
2015
Q3 | $776K | Buy |
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|
2015
Q2 | $755K | Buy |
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|
2015
Q1 | $700K | Hold |
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|
2014
Q4 | $762K | Buy |
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|
2014
Q3 | $667K | Buy |
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|
2014
Q2 | $654K | Buy |
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|
2014
Q1 | $565K | Sell |
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|
2013
Q4 | $566K | Buy |
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|
2013
Q3 | $544K | Hold |
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|
2013
Q2 | $550K | Buy |
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