Annex Advisory Services’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 | $2.56M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $222K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $321K | Buy |
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|
2023
Q1 | $203K | Buy |
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|
2022
Q4 | $215K | Sell |
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|
2022
Q3 | $297K | Sell |
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|
2022
Q2 | $343K | Buy |
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|
2022
Q1 | $245K | Buy |
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|
2021
Q4 | $227K | Buy |
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|
2021
Q3 | $203K | Sell |
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|
2021
Q2 | $252K | Buy |
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|
2021
Q1 | $243K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $211K | Buy |
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