AllSquare Wealth Management’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 | $128K | Hold |
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|
2025
Q1 | $132K | Hold |
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|
2024
Q4 | $117K | Hold |
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|
2024
Q3 | $125K | Hold |
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|
2024
Q2 | $108K | Hold |
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|
2024
Q1 | $105K | Hold |
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|
2023
Q4 | $105K | Hold |
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|
2023
Q3 | $95.5K | Hold |
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|
2023
Q2 | $95.2K | Hold |
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|
2023
Q1 | $104K | Sell |
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|
2022
Q4 | $122K | Hold |
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|
2022
Q3 | $110K | Hold |
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|
2022
Q2 | $127K | Hold |
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|
2022
Q1 | $132K | Hold |
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|
2021
Q4 | $124K | Hold |
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|
2021
Q3 | $115K | Hold |
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|
2021
Q2 | $117K | Hold |
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|
2021
Q1 | $114K | Hold |
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|
2020
Q4 | $108K | Sell |
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|
2020
Q3 | $114K | Hold |
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|
2020
Q2 | $103K | Hold |
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|
2020
Q1 | $104K | Hold |
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|
2019
Q4 | $118K | Hold |
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|
2019
Q3 | $124K | Hold |
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|
2019
Q2 | $114K | Hold |
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|
2019
Q1 | $116K | Hold |
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|
2018
Q4 | $111K | Sell |
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|
2018
Q3 | $127K | Sell |
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|
2018
Q2 | $137K | Sell |
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|
2018
Q1 | $152K | Buy |
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|
2017
Q4 | $155K | Hold |
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|
2017
Q3 | $155K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $152K | Hold |
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|
2016
Q4 | $143K | Hold |
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|
2016
Q3 | $148K | Hold |
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|
2016
Q2 | $159K | Hold |
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|
2016
Q1 | $149K | Buy |
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|
2015
Q4 | $111K | Buy |
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|
2015
Q3 | $93K | Hold |
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|
2015
Q2 | $92K | Hold |
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|
2015
Q1 | $100K | Hold |
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|
2014
Q4 | $108K | Buy |
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