44 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
Q2 | $374K | Hold |
|
|||||
|
2025
Q1 | $386K | Hold |
|
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|
2024
Q4 | $341K | Hold |
|
|||||
|
2024
Q3 | $382K | Buy |
|
|||||
|
2023
Q2 | $284K | Hold |
|
|||||
|
2023
Q1 | $306K | Hold |
|
|||||
|
2022
Q4 | $326K | Hold |
|
|||||
|
2022
Q3 | $295K | Hold |
|
|||||
|
2022
Q2 | $340K | Hold |
|
|||||
|
2022
Q1 | $354K | Hold |
|
|||||
|
2021
Q4 | $332K | Hold |
|
|||||
|
2021
Q3 | $309K | Hold |
|
|||||
|
2021
Q2 | $313K | Sell |
|
|||||
|
2021
Q1 | $350K | Hold |
|
|||||
|
2020
Q4 | $332K | Buy |
|