Balboa Wealth 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
Q2 | $1.13M | Buy |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $958K | Buy |
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|
2024
Q3 | $954K | Buy |
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|
2024
Q2 | $423K | Buy |
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|
2024
Q1 | $366K | Buy |
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|
2023
Q4 | $277K | Buy |
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $242K | Buy |
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|
2023
Q1 | $260K | Sell |
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|
2022
Q4 | $370K | Buy |
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|
2022
Q3 | $251K | Buy |
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