Westwood Holdings 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 | $2.23M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $34K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $354K | Hold |
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|
2021
Q1 | $346K | Sell |
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|
2020
Q4 | $1.58M | Buy |
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|
2020
Q3 | $1.41M | Buy |
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|
2020
Q2 | $287K | Sell |
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|
2020
Q1 | $395K | Sell |
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|
2019
Q4 | $446K | Buy |
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|
2019
Q3 | $458K | Hold |
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|
2019
Q2 | $422K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $181K | Buy |
|