1900 Wealth 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
Q3 | $355K | Buy |
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|
2025
Q2 | $270K | Buy |
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|
2025
Q1 | $278K | Buy |
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|
2024
Q4 | $245K | Sell |
|
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|
2024
Q3 | $270K | Buy |
|
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|
2024
Q2 | $228K | Hold |
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|
2024
Q1 | $220K | Buy |
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|
2023
Q4 | $202K | Sell |
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|
2023
Q3 | $229K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $240K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Hold |
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|
2022
Q1 | $209K | Buy |
|