Accurate 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 | $564K | Sell |
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|
2025
Q2 | $527K | Buy |
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|
2025
Q1 | $518K | Sell |
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|
2024
Q4 | $469K | Buy |
|
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|
2024
Q3 | $513K | Buy |
|
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|
2024
Q2 | $433K | Sell |
|
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|
2024
Q1 | $432K | Sell |
|
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|
2023
Q4 | $454K | Sell |
|
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|
2023
Q3 | $445K | Buy |
|
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|
2023
Q2 | $431K | Sell |
|
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|
2023
Q1 | $500K | Sell |
|
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|
2022
Q4 | $574K | Buy |
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|
2022
Q3 | $255K | Sell |
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|
2022
Q2 | $538K | Sell |
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|
2022
Q1 | $587K | Buy |
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|
2021
Q4 | $532K | Buy |
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|
2021
Q3 | $499K | Buy |
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|
2021
Q2 | $494K | Buy |
|