Windward Capital Management’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 | $8.36M | Sell |
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|
2025
Q2 | $7.99M | Sell |
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|
2025
Q1 | $8.45M | Sell |
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|
2024
Q4 | $7.55M | Sell |
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|
2024
Q3 | $8.15M | Buy |
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|
2024
Q2 | $6.95M | Sell |
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|
2024
Q1 | $6.77M | Sell |
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|
2023
Q4 | $6.84M | Buy |
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|
2023
Q3 | $6.21M | Buy |
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|
2023
Q2 | $5.48M | Hold |
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|
2023
Q1 | $5.89M | Buy |
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|
2022
Q4 | $4.25M | Sell |
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|
2022
Q3 | $3.85M | Buy |
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|
2022
Q2 | $4.41M | Buy |
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|
2022
Q1 | $4.56M | Sell |
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|
2021
Q4 | $4.34M | Buy |
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|
2021
Q3 | $3.98M | Buy |
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|
2021
Q2 | $4.01M | Buy |
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|
2021
Q1 | $3.9M | Sell |
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|
2020
Q4 | $3.71M | Sell |
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|
2020
Q3 | $3.6M | Buy |
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|
2020
Q2 | $3.23M | Sell |
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|
2020
Q1 | $3.34M | Buy |
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|
2019
Q4 | $3.76M | Buy |
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|
2019
Q3 | $3.21M | Buy |
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|
2019
Q2 | $2.68M | Buy |
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|
2019
Q1 | $2.71M | Sell |
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|
2018
Q4 | $2.62M | Buy |
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|
2018
Q3 | $2.32M | Buy |
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|
2018
Q2 | $2.24M | Buy |
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|
2018
Q1 | $2.17M | Buy |
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