Woodley Farra Manion Portfolio 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
Q2 | – | Sell |
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|
2025
Q1 | $204K | Sell |
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|
2024
Q4 | $209K | Sell |
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|
2024
Q3 | $224K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $205K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $211K | Sell |
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|
2022
Q1 | $234K | Hold |
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|
2021
Q4 | $219K | Sell |
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|
2021
Q3 | $242K | Buy |
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|
2021
Q2 | $230K | Hold |
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|
2021
Q1 | $225K | Sell |
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|
2020
Q4 | $228K | Sell |
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|
2020
Q3 | $221K | Hold |
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|
2020
Q2 | $199K | Buy |
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|
2020
Q1 | $171K | Sell |
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|
2019
Q4 | $227K | Buy |
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|
2019
Q3 | $225K | Sell |
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|
2019
Q2 | $225K | Hold |
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|
2019
Q1 | $230K | Sell |
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|
2018
Q4 | $244K | Buy |
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|
2018
Q3 | $215K | Hold |
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|
2018
Q2 | $212K | Hold |
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|
2018
Q1 | $208K | Hold |
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|
2017
Q4 | $226K | Hold |
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|
2017
Q3 | $225K | Sell |
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|
2017
Q2 | $228K | Hold |
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|
2017
Q1 | $224K | Sell |
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|
2016
Q4 | $244K | Hold |
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|
2016
Q3 | $252K | Hold |
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|
2016
Q2 | $270K | Hold |
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|
2016
Q1 | $254K | Hold |
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|
2015
Q4 | $225K | Hold |
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|
2015
Q3 | $226K | Hold |
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|
2015
Q2 | $222K | Sell |
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|
2015
Q1 | $261K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $239K | Hold |
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|
2014
Q1 | $229K | Sell |
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|
2013
Q4 | $269K | Buy |
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