180 Wealth 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 | $211K | Sell |
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|
2025
Q2 | $213K | Sell |
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|
2025
Q1 | $226K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $209K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $214K | Sell |
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|
2021
Q4 | $244K | Sell |
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|
2021
Q3 | $268K | Hold |
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|
2021
Q2 | $285K | Hold |
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|
2021
Q1 | $274K | Sell |
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|
2020
Q4 | $248K | Buy |
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|
2020
Q3 | $246K | Hold |
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|
2020
Q2 | $220K | Hold |
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|
2020
Q1 | $212K | Hold |
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|
2019
Q4 | $247K | Sell |
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|
2019
Q3 | $257K | Hold |
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|
2019
Q2 | $234K | Sell |
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|
2019
Q1 | $570K | Buy |
|