Addison Advisors’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 | $175K | Buy |
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|
2025
Q1 | $106K | Sell |
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|
2024
Q4 | $118K | Buy |
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|
2024
Q3 | $119K | Hold |
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|
2024
Q2 | $104K | Hold |
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|
2024
Q1 | $99.9K | Hold |
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|
2023
Q4 | $100K | Hold |
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|
2023
Q3 | $91.2K | Hold |
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|
2023
Q2 | $92.7K | Hold |
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|
2023
Q1 | $99.7K | Sell |
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|
2022
Q4 | $110K | Sell |
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|
2022
Q3 | $111K | Sell |
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|
2022
Q2 | $137K | Hold |
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|
2022
Q1 | $142K | Buy |
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|
2021
Q4 | $134K | Buy |
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|
2021
Q3 | $111K | Hold |
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|
2021
Q2 | $112K | Buy |
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|
2020
Q4 | $80K | Buy |
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