Avantax Planning 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
Q3 | $993K | Sell |
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|
2025
Q2 | $1M | Sell |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $966K | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.65M | Sell |
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|
2024
Q1 | $2.92M | Buy |
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|
2023
Q4 | $2.11M | Sell |
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|
2023
Q3 | $2.05M | Buy |
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|
2023
Q2 | $2.01M | Sell |
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|
2023
Q1 | $2.22M | Buy |
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|
2022
Q4 | $2.36M | Sell |
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|
2022
Q3 | $2.65M | Buy |
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|
2022
Q2 | $3.02M | Buy |
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|
2022
Q1 | $2.99M | Buy |
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|
2021
Q4 | $2.77M | Buy |
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|
2021
Q3 | $2.45M | Buy |
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|
2021
Q2 | $2.3M | Buy |
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|
2021
Q1 | $2M | Sell |
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|
2020
Q4 | $2.34M | Sell |
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|
2020
Q3 | $2.61M | Sell |
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|
2020
Q2 | $2.39M | Buy |
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|
2020
Q1 | $1.64M | Buy |
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|
2019
Q4 | $1.55M | Sell |
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|
2019
Q3 | $1.7M | Buy |
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|
2019
Q2 | $791K | Sell |
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|
2019
Q1 | $806K | Buy |
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|
2018
Q4 | $558K | Buy |
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|
2018
Q3 | $464K | Sell |
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|
2018
Q2 | $474K | Sell |
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|
2018
Q1 | $513K | Buy |
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|
2017
Q4 | $536K | Sell |
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|
2017
Q3 | $613K | Sell |
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|
2017
Q2 | $717K | Buy |
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|
2017
Q1 | $512K | Buy |
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|
2016
Q4 | $462K | Buy |
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