Advocate Group’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 | $8.48M | Sell |
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|
2025
Q1 | $8.87M | Sell |
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|
2024
Q4 | $8.18M | Sell |
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|
2024
Q3 | $9.81M | Buy |
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|
2024
Q2 | $8.43M | Buy |
|
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|
2024
Q1 | $7.97M | Buy |
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|
2023
Q4 | $6.87M | Buy |
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|
2023
Q3 | $6.11M | Buy |
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|
2023
Q2 | $5.79M | Sell |
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|
2023
Q1 | $6.34M | Sell |
|
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|
2022
Q4 | $7.74M | Sell |
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|
2022
Q3 | $7.46M | Sell |
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|
2022
Q2 | $8.92M | Buy |
|