Avior 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 | $391K | Buy |
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|
2025
Q1 | $390K | Sell |
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|
2024
Q4 | $719K | Sell |
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|
2024
Q3 | $842K | Sell |
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|
2024
Q2 | $741K | Buy |
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|
2024
Q1 | $702K | Buy |
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|
2023
Q4 | $538K | Sell |
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|
2023
Q3 | $548K | Hold |
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|
2023
Q2 | $558K | Buy |
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|
2023
Q1 | $575K | Sell |
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|
2022
Q4 | $700K | Buy |
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|
2022
Q3 | $526K | Sell |
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|
2022
Q2 | $687K | Buy |
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|
2022
Q1 | $715K | Buy |
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|
2021
Q4 | $668K | Sell |
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|
2021
Q3 | $630K | Sell |
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|
2021
Q2 | $660K | Buy |
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|
2021
Q1 | $640K | Buy |
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|
2020
Q4 | $577K | Buy |
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|
2020
Q3 | $543K | Sell |
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|
2020
Q2 | $578K | Sell |
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|
2020
Q1 | $605K | Buy |
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|
2019
Q4 | $617K | Buy |
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|
2019
Q3 | $268K | Buy |
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|
2019
Q2 | $146K | Sell |
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|
2019
Q1 | $209K | Hold |
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|
2018
Q4 | $200K | Sell |
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|
2018
Q3 | $190K | Hold |
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|
2018
Q2 | $188K | Sell |
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|
2018
Q1 | $193K | Sell |
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|
2017
Q4 | $213K | Buy |
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|
2017
Q3 | $207K | Buy |
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|
2017
Q2 | $203K | Hold |
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|
2017
Q1 | $199K | Sell |
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|
2016
Q4 | $203K | Sell |
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|
2016
Q3 | $244K | Hold |
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|
2016
Q2 | $261K | Sell |
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|
2016
Q1 | $262K | Buy |
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|
2015
Q4 | $228K | Buy |
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|
2015
Q3 | $219K | Hold |
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|
2015
Q2 | $215K | Sell |
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|
2015
Q1 | $237K | Buy |
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|
2014
Q4 | $254K | Hold |
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|
2014
Q3 | $228K | Hold |
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|
2014
Q2 | $226K | Hold |
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|
2014
Q1 | $217K | Sell |
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|
2013
Q4 | $277K | Buy |
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