Almanack Investment Partners’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
Q3 | $483K | Sell |
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|
2025
Q2 | $646K | Buy |
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|
2025
Q1 | $458K | Sell |
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|
2024
Q4 | $419K | Hold |
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|
2024
Q3 | $448K | Buy |
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|
2024
Q2 | $386K | Hold |
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|
2024
Q1 | $373K | Buy |
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|
2023
Q4 | $362K | Hold |
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|
2023
Q3 | $329K | Hold |
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|
2023
Q2 | $334K | Buy |
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|
2023
Q1 | $353K | Hold |
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|
2022
Q4 | $377K | Sell |
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|
2022
Q3 | $354K | Sell |
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|
2022
Q2 | $426K | Hold |
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|
2022
Q1 | $443K | Sell |
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|
2021
Q4 | $429K | Buy |
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|
2021
Q3 | $385K | Hold |
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|
2021
Q2 | $389K | Hold |
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|
2021
Q1 | $381K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $187K | Buy |
|