Atlas Private 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
Q3 | $208K | Sell |
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|
2025
Q2 | $483K | Buy |
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|
2025
Q1 | $398K | Sell |
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|
2024
Q4 | $463K | Buy |
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|
2024
Q3 | $480K | Buy |
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|
2024
Q2 | $384K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $31K | Buy |
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|
2021
Q2 | $31K | Buy |
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|
2021
Q1 | $21K | Buy |
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|
2020
Q4 | $19K | Buy |
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|
2020
Q3 | $19K | Buy |
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|
2020
Q2 | $9K | Buy |
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