Wintrust Investments’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $144K | Buy |
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|
2024
Q3 | $73K | Sell |
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|
2024
Q2 | $613K | Buy |
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|
2024
Q1 | $567K | Buy |
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|
2023
Q4 | $561K | Buy |
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|
2023
Q3 | $429K | Buy |
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|
2023
Q2 | $436K | Buy |
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|
2023
Q1 | $466K | Buy |
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|
2022
Q4 | $474K | Buy |
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|
2022
Q3 | $427K | Buy |
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|
2022
Q2 | $461K | Sell |
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|
2022
Q1 | $525K | Sell |
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|
2021
Q4 | $556K | Sell |
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|
2021
Q3 | $543K | Sell |
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|
2021
Q2 | $557K | Sell |
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|
2021
Q1 | $548K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $442K | Buy |
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|
2020
Q2 | $355K | Sell |
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|
2020
Q1 | $382K | Buy |
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|
2019
Q4 | $251K | Sell |
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|
2019
Q3 | $279K | Hold |
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|
2019
Q2 | $256K | Hold |
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|
2019
Q1 | $262K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $205K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $314K | Sell |
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|
2017
Q3 | $340K | Hold |
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|
2017
Q2 | $339K | Hold |
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|
2017
Q1 | $332K | Buy |
|