Alaethes Wealth’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 | $1.66M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $273K | Hold |
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|
2024
Q1 | $263K | Hold |
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|
2023
Q4 | $264K | Sell |
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|
2023
Q3 | $243K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q4 | $274K | Hold |
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|
2022
Q3 | $248K | Hold |
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|
2022
Q2 | $285K | Hold |
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|
2022
Q1 | $297K | Hold |
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|
2021
Q4 | $279K | Sell |
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|
2021
Q3 | $461K | Sell |
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|
2021
Q2 | $498K | Hold |
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|
2021
Q1 | $487K | Buy |
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