Acorn Financial Advisory Services’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 | $369K | Sell |
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|
2025
Q2 | $359K | Sell |
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|
2025
Q1 | $456K | Buy |
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|
2024
Q4 | $350K | Buy |
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|
2024
Q3 | $374K | Buy |
|
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|
2024
Q2 | $325K | Sell |
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|
2024
Q1 | $314K | Sell |
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|
2023
Q4 | $411K | Sell |
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|
2023
Q3 | $379K | Hold |
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|
2023
Q2 | $388K | Buy |
|
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|
2023
Q1 | $371K | Buy |
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|
2022
Q4 | $377K | Buy |
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|
2022
Q3 | $341K | Sell |
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|
2022
Q2 | $427K | Buy |
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|
2022
Q1 | $408K | Buy |
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|
2021
Q4 | $374K | Sell |
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|
2021
Q3 | $357K | Sell |
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|
2021
Q2 | $574K | Hold |
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|
2021
Q1 | $563K | Buy |
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|
2020
Q4 | $530K | Sell |
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|
2020
Q3 | $664K | Buy |
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|
2020
Q2 | $430K | Buy |
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|
2020
Q1 | $333K | Buy |
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|
2019
Q4 | $341K | Buy |
|