Advisory Alpha’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 | Sell |
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|
2025
Q1 | $1.95M | Buy |
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|
2024
Q4 | $1.72M | Sell |
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|
2024
Q3 | $1.94M | Buy |
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|
2024
Q2 | $1.52M | Sell |
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|
2024
Q1 | $1.5M | Buy |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $911K | Buy |
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|
2023
Q2 | $735K | Buy |
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|
2023
Q1 | $636K | Sell |
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|
2022
Q4 | $883K | Buy |
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|
2022
Q3 | $794K | Sell |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $326K | Buy |
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|
2020
Q4 | $215K | Sell |
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|
2020
Q3 | $218K | Sell |
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|
2020
Q2 | $210K | Sell |
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|
2020
Q1 | $238K | Buy |
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|
2019
Q4 | $156K | Sell |
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|
2019
Q3 | $166K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $147K | Buy |
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