Allegheny Financial 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 | $499K | Buy |
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|
2025
Q1 | $514K | Sell |
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|
2024
Q4 | $458K | Sell |
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|
2024
Q3 | $537K | Buy |
|
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|
2024
Q2 | $252K | Buy |
|
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|
2024
Q1 | $235K | Buy |
|
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|
2023
Q4 | $236K | Buy |
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|
2023
Q3 | $214K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $290K | Buy |
|
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|
2022
Q4 | $307K | Sell |
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|
2022
Q3 | $282K | Buy |
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|
2022
Q2 | $325K | Sell |
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|
2022
Q1 | $344K | Sell |
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|
2021
Q4 | $344K | Buy |
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|
2021
Q3 | $240K | Sell |
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|
2021
Q2 | $254K | Buy |
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|
2021
Q1 | $247K | Buy |
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|
2020
Q4 | $233K | Buy |
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