AAMA
Advanced Asset Management Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Hold |
19,349
| – | – | 0.62% | 36 |
|
|
2025
Q1 | $2.36M | Hold |
19,349
| – | – | 0.65% | 36 |
|
|
2024
Q4 | $2.08M | Hold |
19,349
| – | – | 0.55% | 43 |
|
|
2024
Q3 | $1.94M | Hold |
19,349
| – | – | 0.52% | 42 |
|
|
2024
Q2 | $1.94M | Buy |
+19,349
| New | +$1.94M | 0.52% | 43 |
|
|
2023
Q1 | – | Sell |
-387
| Closed | -$39.8K | – | 133 |
|
|
2022
Q4 | $39.8K | Buy |
+387
| New | +$39.8K | 0.01% | 108 |
|