Wasatch Advisors’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 | $5.34M | Hold |
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|
2025
Q1 | $5.52M | Sell |
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|
2024
Q4 | $5.73M | Sell |
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|
2024
Q3 | $6.48M | Sell |
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|
2024
Q2 | $6.74M | Sell |
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|
2024
Q1 | $7.03M | Buy |
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|
2023
Q4 | $6.8M | Buy |
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|
2023
Q3 | $6.1M | Buy |
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|
2023
Q2 | $6.11M | Buy |
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|
2023
Q1 | $6.37M | Buy |
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|
2022
Q4 | $5.81M | Buy |
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|
2022
Q3 | $4.64M | Buy |
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|
2022
Q2 | $5.23M | Buy |
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|
2022
Q1 | $5.06M | Buy |
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|
2021
Q4 | $4.06M | Hold |
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|
2021
Q3 | $3.78M | Sell |
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|
2021
Q2 | $4.32M | Sell |
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|
2021
Q1 | $4.42M | Buy |
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|
2020
Q4 | $4.1M | Sell |
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|
2020
Q3 | $4.5M | Sell |
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|
2020
Q2 | $4.38M | Buy |
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|
2020
Q1 | $4.22M | Sell |
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|
2019
Q4 | $6.56M | Buy |
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|
2019
Q3 | $4.1M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $6.58M | Sell |
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|
2017
Q2 | $7.88M | Sell |
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|
2017
Q1 | $8.55M | Sell |
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|
2016
Q4 | $8.25M | Buy |
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|
2016
Q3 | $8.42M | Sell |
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|
2016
Q2 | $9.85M | Sell |
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|
2016
Q1 | $10.7M | Sell |
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|
2015
Q4 | $9.82M | Buy |
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|
2015
Q3 | $8.95M | Buy |
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|
2015
Q2 | $6.7M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $12.8M | Sell |
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|
2013
Q2 | $19M | Buy |
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