Avidian Wealth Enterprises’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 | $834K | Buy |
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|
2025
Q2 | $535K | Sell |
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|
2025
Q1 | $568K | Buy |
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|
2024
Q4 | $383K | Buy |
|
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|
2024
Q3 | $240K | Sell |
|
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|
2024
Q2 | $281K | Buy |
|
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|
2024
Q1 | $221K | Buy |
|
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|
2023
Q4 | $212K | Sell |
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|
2023
Q3 | $256K | Buy |
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|
2023
Q2 | $259K | Sell |
|
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|
2023
Q1 | $440K | Buy |
|
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|
2022
Q4 | $388K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $288K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $233K | Buy |
|