Alliance Wealth Advisors (Pennsylvania)’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $453K | Sell |
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|
2025
Q4 | $408K | Sell |
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|
2025
Q3 | $434K | Sell |
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|
2025
Q2 | $415K | Buy |
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|
2025
Q1 | $425K | Sell |
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|
2024
Q4 | $382K | Sell |
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|
2024
Q3 | $464K | Buy |
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|
2024
Q2 | $362K | Sell |
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|
2024
Q1 | $376K | Sell |
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|
2023
Q4 | $384K | Sell |
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|
2023
Q3 | $376K | Hold |
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|
2023
Q2 | $382K | Hold |
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $452K | Sell |
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|
2022
Q3 | $420K | Sell |
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|
2022
Q2 | $495K | Sell |
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|
2022
Q1 | $518K | Buy |
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|
2021
Q4 | $462K | Sell |
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|
2021
Q3 | $431K | Sell |
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|
2021
Q2 | $450K | Buy |
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|
2021
Q1 | $437K | Buy |
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|
2020
Q4 | $363K | Buy |
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