Advisor OS’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 | $1.88M | Buy |
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|
2025
Q1 | $1.68M | Buy |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.35M | Buy |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $911K | Buy |
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|
2023
Q4 | $501K | Buy |
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|
2023
Q3 | $349K | Sell |
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|
2023
Q2 | $793K | Sell |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $1.35M | Buy |
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|
2022
Q3 | $900K | Sell |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $724K | Buy |
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|
2021
Q4 | $528K | Buy |
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|
2021
Q3 | $433K | Buy |
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|
2021
Q2 | $383K | Buy |
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|
2021
Q1 | $208K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $229K | Sell |
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|
2020
Q2 | $426K | Buy |
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