YHB Investment Advisors’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 | $204K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $200K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $208K | Sell |
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|
2023
Q3 | $238K | Buy |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $269K | Buy |
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|
2022
Q4 | $287K | Sell |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $323K | Buy |
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|
2022
Q1 | $336K | Sell |
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|
2021
Q4 | $331K | Sell |
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|
2021
Q3 | $329K | Sell |
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|
2021
Q2 | $354K | Sell |
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|
2021
Q1 | $388K | Sell |
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|
2020
Q4 | $360K | Buy |
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|
2020
Q3 | $280K | Buy |
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|
2020
Q2 | $252K | Sell |
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|
2020
Q1 | $263K | Buy |
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|
2019
Q4 | $283K | Sell |
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|
2019
Q3 | $384K | Buy |
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|
2019
Q2 | $335K | Sell |
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|
2019
Q1 | $351K | Sell |
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|
2018
Q4 | $393K | Buy |
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|
2018
Q3 | $336K | Sell |
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|
2018
Q2 | $337K | Buy |
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|
2018
Q1 | $330K | Sell |
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|
2017
Q4 | $365K | Sell |
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|
2017
Q3 | $375K | Sell |
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|
2017
Q2 | $381K | Sell |
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|
2017
Q1 | $448K | Buy |
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|
2016
Q4 | $415K | Buy |
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|
2016
Q3 | $421K | Sell |
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|
2016
Q2 | $459K | Sell |
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|
2016
Q1 | $434K | Sell |
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|
2015
Q4 | $428K | Buy |
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|
2015
Q3 | $408K | Hold |
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|
2015
Q2 | $401K | Buy |
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|
2015
Q1 | $411K | Buy |
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|
2014
Q4 | $209K | Buy |
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