Welch Group’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 | $1.59M | Buy |
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|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $970K | Hold |
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|
2023
Q2 | $986K | Buy |
|
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $1.64M | Sell |
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|
2022
Q3 | $1.5M | Buy |
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|
2022
Q2 | $1.71M | Sell |
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|
2022
Q1 | $1.79M | Buy |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.39M | Buy |
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|
2021
Q2 | $1.36M | Buy |
|
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|
2021
Q1 | $1.32M | Buy |
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|
2020
Q4 | $890K | Buy |
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|
2020
Q3 | $807K | Sell |
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|
2020
Q2 | $818K | Sell |
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|
2020
Q1 | $844K | Buy |
|
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|
2019
Q4 | $951K | Buy |
|
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|
2019
Q3 | $965K | Buy |
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|
2019
Q2 | $886K | Buy |
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|
2019
Q1 | $569K | Buy |
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|
2018
Q4 | $530K | Hold |
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|
2018
Q3 | $492 | Hold |
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|
2018
Q2 | $486K | Buy |
|
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|
2018
Q1 | $444K | Sell |
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|
2017
Q4 | $532K | Buy |
|
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|
2017
Q3 | $384K | Sell |
|
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|
2017
Q2 | $397K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $124K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $180K | Hold |
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|
2015
Q1 | $196 | Sell |
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|
2014
Q4 | $224K | Buy |
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|
2014
Q3 | $106K | Buy |
|