Waddell & Reed Financial’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$1.19M Buy
2020
Q4
$1.11M Sell
2020
Q3
$26M Buy
2020
Q2
$14.7M Sell
2020
Q1
$31.3M Buy
2019
Q1
Sell
2018
Q4
$35.7M Buy
2018
Q3
$10.8M Buy
2018
Q2
$7.51M Sell
2018
Q1
$11.6M Sell
2017
Q4
$13.9M Hold
2017
Q3
$13.8M Sell
2017
Q2
$69.8M Buy
2017
Q1
$68.4M Buy
2016
Q4
$59M Buy
2016
Q3
$58.4M Sell
2016
Q2
$67.3M Buy
2016
Q1
$49.9M Buy
2015
Q4
$27.6M Buy