Wright Investors Service’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 | $467K | Sell |
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|
2025
Q2 | $472K | Buy |
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|
2025
Q1 | $473K | Sell |
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|
2024
Q4 | $458K | Sell |
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|
2024
Q3 | $1.52M | Sell |
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|
2024
Q2 | $1.85M | Sell |
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|
2024
Q1 | $2.31M | Buy |
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|
2023
Q4 | $2.3M | Sell |
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|
2023
Q3 | $2.45M | Buy |
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|
2023
Q2 | $2.46M | Sell |
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|
2023
Q1 | $2.9M | Sell |
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|
2022
Q4 | $3.15M | Buy |
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|
2022
Q3 | $2.77M | Sell |
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|
2022
Q2 | $3.44M | Buy |
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|
2022
Q1 | $3.4M | Buy |
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|
2021
Q4 | $3.14M | Buy |
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|
2021
Q3 | $2.7M | Buy |
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|
2021
Q2 | $2.55M | Buy |
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|
2021
Q1 | $2.4M | Buy |
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|
2020
Q4 | $1.94M | Buy |
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|
2020
Q3 | $1.81M | Sell |
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|
2020
Q2 | $1.82M | Buy |
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|
2020
Q1 | $1.41M | Buy |
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|
2019
Q4 | $1.54M | Sell |
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|
2019
Q3 | $1.94M | Buy |
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|
2019
Q2 | $1.21M | Buy |
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|
2019
Q1 | $1.15M | Buy |
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|
2018
Q4 | $1.02M | Sell |
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|
2018
Q3 | $971K | Buy |
|
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|
2018
Q2 | $912K | Sell |
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|
2018
Q1 | $896K | Buy |
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|
2017
Q4 | $902K | Sell |
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|
2017
Q3 | $915K | Buy |
|
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|
2017
Q2 | $898K | Buy |
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|
2017
Q1 | $673K | Buy |
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|
2016
Q4 | $601K | Buy |
|
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|
2016
Q3 | $616K | Sell |
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|
2016
Q2 | $767K | Buy |
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|
2016
Q1 | $710K | Buy |
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|
2015
Q4 | $525K | Buy |
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|
2015
Q3 | $454K | Sell |
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|
2015
Q2 | $474K | Sell |
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|
2015
Q1 | $515K | Sell |
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|
2014
Q4 | $568K | Buy |
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|
2014
Q3 | $499K | Sell |
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|
2014
Q2 | $564K | Buy |
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|
2014
Q1 | $494K | Sell |
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|
2013
Q4 | $499K | Buy |
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|
2013
Q3 | $482K | Sell |
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|
2013
Q2 | $505K | Buy |
|