Arete 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 | $816K | Sell |
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|
2025
Q1 | $962K | Sell |
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|
2024
Q4 | $917K | Buy |
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|
2024
Q3 | $623K | Sell |
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|
2024
Q2 | $721K | Sell |
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|
2024
Q1 | $1.65M | Buy |
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|
2023
Q4 | $888K | Buy |
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|
2023
Q3 | $752K | Sell |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $979M | Buy |
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|
2022
Q3 | $870K | Buy |
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|
2022
Q2 | $899K | Sell |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1M | Sell |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $697K | Buy |
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|
2020
Q3 | $580K | Sell |
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|
2020
Q2 | $509K | Sell |
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|
2020
Q1 | $576K | Sell |
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|
2019
Q4 | $661K | Buy |
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|
2019
Q3 | $636K | Sell |
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|
2019
Q2 | $598K | Buy |
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|
2019
Q1 | $553K | Buy |
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|
2018
Q4 | $472K | Sell |
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|
2018
Q3 | $444K | Buy |
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|
2018
Q2 | $368K | Buy |
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