Waters Parkerson & Co’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 | $745K | Hold |
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|
2025
Q2 | $711K | Hold |
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|
2025
Q1 | $734K | Hold |
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|
2024
Q4 | $649K | Sell |
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|
2024
Q3 | $709K | Sell |
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|
2024
Q2 | $646K | Hold |
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|
2024
Q1 | $624K | Sell |
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|
2023
Q4 | $651K | Hold |
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|
2023
Q3 | $592K | Buy |
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|
2023
Q2 | $596K | Sell |
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|
2023
Q1 | $652K | Hold |
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|
2022
Q4 | $696K | Sell |
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|
2022
Q3 | $677K | Hold |
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|
2022
Q2 | $780K | Hold |
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|
2022
Q1 | $813K | Sell |
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|
2021
Q4 | $772K | Buy |
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|
2021
Q3 | $710K | Hold |
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|
2021
Q2 | $719K | Buy |
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|
2021
Q1 | $681K | Buy |
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|
2020
Q4 | $620K | Sell |
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|
2020
Q3 | $677K | Hold |
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|
2020
Q2 | $610K | Hold |
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|
2020
Q1 | $618K | Hold |
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|
2019
Q4 | $697K | Sell |
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|
2019
Q3 | $760K | Buy |
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|
2019
Q2 | $680K | Sell |
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|
2019
Q1 | $709K | Buy |
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|
2018
Q4 | $644K | Sell |
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|
2018
Q3 | $670K | Sell |
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|
2018
Q2 | $738K | Buy |
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|
2018
Q1 | $708K | Sell |
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|
2017
Q4 | $832K | Sell |
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|
2017
Q3 | $864K | Sell |
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|
2017
Q2 | $897K | Sell |
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|
2017
Q1 | $888K | Sell |
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|
2016
Q4 | $872K | Buy |
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|
2016
Q3 | $767K | Buy |
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|
2016
Q2 | $768K | Buy |
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|
2016
Q1 | $676K | Hold |
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|
2015
Q4 | $598K | Buy |
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|
2015
Q3 | $567K | Sell |
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|
2015
Q2 | $1.05M | Buy |
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|
2015
Q1 | $1.12M | Buy |
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|
2014
Q4 | $1.17M | Sell |
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|
2014
Q3 | $1.11M | Buy |
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|
2014
Q2 | $1.04M | Sell |
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|
2014
Q1 | $1.03M | Sell |
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|
2013
Q4 | $1.07M | Sell |
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|
2013
Q3 | $1.04M | Buy |
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|
2013
Q2 | $588K | Buy |
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