Welch & Forbes’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 | $7.32M | Buy |
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|
2025
Q1 | $7.45M | Sell |
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|
2024
Q4 | $6.73M | Sell |
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|
2024
Q3 | $7.24M | Sell |
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|
2024
Q2 | $6.46M | Sell |
|
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|
2024
Q1 | $6.22M | Sell |
|
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|
2023
Q4 | $6.66M | Sell |
|
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|
2023
Q3 | $6.43M | Sell |
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|
2023
Q2 | $6.57M | Sell |
|
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|
2023
Q1 | $7.07M | Sell |
|
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|
2022
Q4 | $7.65M | Hold |
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|
2022
Q3 | $6.91M | Sell |
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|
2022
Q2 | $8.41M | Sell |
|
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|
2022
Q1 | $8.82M | Sell |
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|
2021
Q4 | $8.66M | Buy |
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|
2021
Q3 | $8.03M | Sell |
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|
2021
Q2 | $8.29M | Buy |
|
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|
2021
Q1 | $7.93M | Sell |
|
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|
2020
Q4 | $7.86M | Buy |
|
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|
2020
Q3 | $7.35M | Buy |
|
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|
2020
Q2 | $6.58M | Sell |
|
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|
2020
Q1 | $6.75M | Sell |
|
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|
2019
Q4 | $7.85M | Buy |
|
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|
2019
Q3 | $8.17M | Sell |
|
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|
2019
Q2 | $7.71M | Sell |
|
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|
2019
Q1 | $8.09M | Sell |
|
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|
2018
Q4 | $8.85M | Sell |
|
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|
2018
Q3 | $8.24M | Sell |
|
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|
2018
Q2 | $8.22M | Sell |
|
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|
2018
Q1 | $8.18M | Buy |
|
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|
2017
Q4 | $8.08M | Sell |
|
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|
2017
Q3 | $8.2M | Buy |
|
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|
2017
Q2 | $8.15M | Buy |
|
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|
2017
Q1 | $7.62M | Sell |
|
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|
2016
Q4 | $7.27M | Sell |
|
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|
2016
Q3 | $7.54M | Sell |
|
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|
2016
Q2 | $8.13M | Buy |
|
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|
2016
Q1 | $7.62M | Buy |
|
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|
2015
Q4 | $6.74M | Sell |
|
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|
2015
Q3 | $6.87M | Buy |
|
|||||
|
2015
Q2 | $6.7M | Buy |
|
|||||
|
2015
Q1 | $7.05M | Sell |
|
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|
2014
Q4 | $7.77M | Buy |
|
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|
2014
Q3 | $6.88M | Sell |
|
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|
2014
Q2 | $6.83M | Buy |
|
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|
2014
Q1 | $6.54M | Buy |
|
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|
2013
Q4 | $6.32M | Sell |
|
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|
2013
Q3 | $6.15M | Sell |
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|
2013
Q2 | $6.26M | Buy |
|