AmeriServ Wealth Advisors’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 | $339K | Sell |
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|
2025
Q1 | $352K | Sell |
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|
2024
Q4 | $333K | Buy |
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|
2023
Q3 | $371K | Sell |
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|
2023
Q2 | $411K | Sell |
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|
2023
Q1 | $736K | Sell |
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|
2022
Q4 | $933K | Sell |
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|
2022
Q3 | $986K | Sell |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $1.32M | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $950K | Sell |
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|
2021
Q2 | $1M | Sell |
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q4 | $976K | Buy |
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|
2019
Q3 | $328K | Hold |
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|
2019
Q2 | $303K | Hold |
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|
2019
Q1 | $309K | Sell |
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|
2018
Q4 | $303K | Buy |
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|
2018
Q3 | $262K | Sell |
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|
2018
Q2 | $263K | Sell |
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|
2018
Q1 | $261K | Sell |
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|
2017
Q4 | $422K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $364K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $356K | Buy |
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|
2015
Q2 | $322K | Sell |
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|
2015
Q1 | $367K | Sell |
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|
2014
Q4 | $417K | Hold |
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|
2014
Q3 | $373K | Hold |
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|
2014
Q2 | $370K | Sell |
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|
2014
Q1 | $359K | Sell |
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|
2013
Q4 | $359K | Sell |
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|
2013
Q3 | $387K | Buy |
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|
2013
Q2 | $389K | Buy |
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