Waverly 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 | $10.4M | Buy |
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|
2025
Q1 | $9.33M | Buy |
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|
2024
Q4 | $7.31M | Buy |
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|
2024
Q3 | $6.98M | Buy |
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|
2024
Q2 | $5.67M | Buy |
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|
2024
Q1 | $3.53M | Buy |
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|
2023
Q4 | $1.74M | Sell |
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|
2023
Q3 | $1.87M | Buy |
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|
2023
Q2 | $1.61M | Buy |
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|
2023
Q1 | $1.69M | Buy |
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|
2022
Q4 | $1.65M | Buy |
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|
2022
Q3 | $710K | Buy |
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|
2022
Q2 | $494K | Buy |
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|
2022
Q1 | $511K | Buy |
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|
2021
Q4 | $454K | Sell |
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|
2021
Q3 | $531K | Buy |
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|
2021
Q2 | $513K | Buy |
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|
2021
Q1 | $493K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $228K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $633K | Buy |
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|
2017
Q3 | $619K | Buy |
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|
2017
Q2 | $591K | Sell |
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|
2017
Q1 | $586K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $146K | Buy |
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|
2015
Q2 | $77K | Hold |
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|
2015
Q1 | $84K | Buy |
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|
2014
Q4 | $9K | Hold |
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|
2014
Q3 | $8K | Sell |
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|
2014
Q2 | $104K | Hold |
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|
2014
Q1 | $100K | Buy |
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|
2013
Q4 | $52K | Buy |
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|
2013
Q3 | $47K | Buy |
|