Baker Avenue Asset 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
Q3
$596K Buy
2025
Q2
$520K Buy
2025
Q1
$465K Sell
2024
Q4
$468K Buy
2024
Q3
$437K Buy
2024
Q2
$376K Buy
2023
Q4
Sell
2023
Q3
$238K Buy
2023
Q2
$148K Sell
2023
Q1
$195K Buy
2022
Q4
$23.2K Buy