Williams Jones & Associates’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $823K | Sell |
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|
2019
Q1 | $871K | Buy |
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|
2018
Q4 | $821K | Sell |
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|
2018
Q3 | $907K | Sell |
|
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|
2018
Q2 | $928K | Sell |
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|
2018
Q1 | $998K | Sell |
|
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|
2017
Q4 | $1.09M | Buy |
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|
2017
Q3 | $1.07M | Sell |
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|
2017
Q2 | $1.09M | Sell |
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|
2017
Q1 | $1.08M | Sell |
|
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|
2016
Q4 | $1.38M | Sell |
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|
2016
Q3 | $1.44M | Sell |
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|
2016
Q2 | $1.58M | Buy |
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|
2016
Q1 | $1.45M | Buy |
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|
2015
Q4 | $1.23M | Sell |
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|
2015
Q3 | $1.3M | Sell |
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|
2015
Q2 | $1.34M | Sell |
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|
2015
Q1 | $1.51M | Sell |
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|
2014
Q4 | $1.65M | Buy |
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|
2014
Q3 | $834K | Sell |
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|
2014
Q2 | $853K | Sell |
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|
2014
Q1 | $2.79M | Buy |
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|
2013
Q4 | $831K | Sell |
|
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|
2013
Q3 | $844K | Sell |
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|
2013
Q2 | $1.43M | Buy |
|