Accel 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 | $430K | Buy |
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|
2025
Q2 | $383K | Buy |
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|
2025
Q1 | $341K | Sell |
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|
2024
Q4 | $330K | Sell |
|
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|
2024
Q3 | $436K | Sell |
|
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|
2024
Q2 | $387K | Buy |
|
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|
2024
Q1 | $357K | Sell |
|
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|
2023
Q4 | $361K | Sell |
|
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|
2023
Q3 | $330K | Sell |
|
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|
2023
Q2 | $361K | Buy |
|
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|
2023
Q1 | $388K | Buy |
|
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|
2022
Q4 | $411K | Sell |
|
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|
2022
Q3 | $391K | Buy |
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|
2022
Q2 | $428K | Buy |
|
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|
2022
Q1 | $446K | Buy |
|
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|
2021
Q4 | $412K | Buy |
|
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|
2021
Q3 | $362K | Sell |
|
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|
2021
Q2 | $369K | Sell |
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|
2021
Q1 | $426K | Sell |
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|
2020
Q4 | $407K | Buy |
|