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 |
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|
2020
Q4 | $1.11M | Sell |
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|
2020
Q3 | $26M | Buy |
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|
2020
Q2 | $14.7M | Sell |
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|
2020
Q1 | $31.3M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $35.7M | Buy |
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|
2018
Q3 | $10.8M | Buy |
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|
2018
Q2 | $7.51M | Sell |
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|
2018
Q1 | $11.6M | Sell |
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|
2017
Q4 | $13.9M | Hold |
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|
2017
Q3 | $13.8M | Sell |
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|
2017
Q2 | $69.8M | Buy |
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|
2017
Q1 | $68.4M | Buy |
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|
2016
Q4 | $59M | Buy |
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|
2016
Q3 | $58.4M | Sell |
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|
2016
Q2 | $67.3M | Buy |
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|
2016
Q1 | $49.9M | Buy |
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|
2015
Q4 | $27.6M | Buy |
|