Atticus Wealth Management’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 | $26.1K | Hold |
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|
2025
Q1 | $27K | Sell |
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|
2024
Q4 | $77.7K | Hold |
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|
2024
Q3 | $83.1K | Hold |
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|
2024
Q2 | $72.3K | Sell |
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|
2024
Q1 | $96K | Sell |
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|
2023
Q4 | $107K | Sell |
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|
2023
Q3 | $98K | Sell |
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|
2023
Q2 | $104K | Sell |
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|
2023
Q1 | $135K | Buy |
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|
2022
Q4 | $128K | Buy |
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|
2022
Q3 | $131K | Hold |
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|
2022
Q2 | $131K | Buy |
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|
2022
Q1 | $130K | Hold |
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|
2021
Q4 | $122K | Hold |
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|
2021
Q3 | $113K | Hold |
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|
2021
Q2 | $115K | Hold |
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|
2021
Q1 | $112K | Hold |
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|
2020
Q4 | $106K | Sell |
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|
2020
Q3 | $195K | Hold |
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|
2020
Q2 | $176K | Hold |
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|
2020
Q1 | $178K | Buy |
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|
2019
Q4 | $176K | Buy |
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