Alpha Omega 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 | $1.59M | Sell |
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|
2025
Q1 | $1.7M | Buy |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.46M | Sell |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $1.38M | Sell |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $3.34M | Sell |
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|
2022
Q3 | $4.34M | Sell |
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|
2022
Q2 | $5.28M | Sell |
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|
2022
Q1 | $6.15M | Sell |
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|
2021
Q4 | $5.94M | Sell |
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|
2021
Q3 | $5.57M | Sell |
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|
2021
Q2 | $5.7M | Buy |
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|
2021
Q1 | $5.54M | Buy |
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|
2020
Q4 | $5.08M | Buy |
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|
2020
Q3 | $4.89M | Buy |
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|
2020
Q2 | $4.37M | Sell |
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|
2020
Q1 | $4.5M | Buy |
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|
2019
Q4 | $5.05M | Buy |
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|
2019
Q3 | $4.92M | Buy |
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|
2019
Q2 | $3.97M | Buy |
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|
2019
Q1 | $3.99M | Sell |
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|
2018
Q4 | $4.21M | Buy |
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|
2018
Q3 | $3.83M | Buy |
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|
2018
Q2 | $3.75M | Buy |
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|
2018
Q1 | $3.56M | Buy |
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|
2017
Q4 | $3.75M | Buy |
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|
2017
Q3 | $3.53M | Buy |
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|
2017
Q2 | $3.44M | Buy |
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|
2017
Q1 | $3.26M | Buy |
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|
2016
Q4 | $3.05M | Buy |
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|
2016
Q3 | $2.97M | Sell |
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|
2016
Q2 | $3.21M | Buy |
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|
2016
Q1 | $3M | Sell |
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|
2015
Q4 | $2.69M | Buy |
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