Arax Advisory 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
Q2 | $1.56M | Buy |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $812K | Buy |
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|
2024
Q3 | $246K | Buy |
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|
2024
Q2 | $210K | Buy |
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|
2024
Q1 | $193K | Buy |
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|
2023
Q4 | $166K | Sell |
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|
2023
Q3 | $154K | Buy |
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|
2023
Q2 | $151K | Sell |
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|
2023
Q1 | $176K | Buy |
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|
2022
Q4 | $178K | Sell |
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|
2022
Q3 | $166K | Buy |
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|
2022
Q2 | $169K | Buy |
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|
2022
Q1 | $174K | Buy |
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|
2021
Q4 | $160K | Buy |
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|
2021
Q3 | $146K | Buy |
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|
2021
Q2 | $146K | Buy |
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|
2020
Q4 | $131K | Sell |
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|
2020
Q3 | $129K | Buy |
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|
2020
Q2 | $116K | Buy |
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|
2020
Q1 | $117K | Sell |
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|
2019
Q4 | $196K | Buy |
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|
2019
Q3 | $204K | Buy |
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|
2019
Q2 | $187K | Buy |
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|
2018
Q4 | $180K | Sell |
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|
2018
Q3 | $226K | Sell |
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|
2018
Q2 | $235K | Buy |
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|
2018
Q1 | $228K | Sell |
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|
2017
Q4 | $301K | Buy |
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|
2017
Q3 | $283K | Buy |
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|
2017
Q2 | $271K | Buy |
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|
2017
Q1 | $255K | Buy |
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|
2016
Q4 | $234K | Buy |
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