Baron Silver Stevens Financial Advisors’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 | $409K | Buy |
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|
2025
Q2 | $375K | Buy |
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|
2025
Q1 | $360K | Sell |
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|
2024
Q4 | $328K | Hold |
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|
2024
Q3 | $351K | Hold |
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|
2024
Q2 | $305K | Sell |
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|
2024
Q1 | $311K | Buy |
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|
2023
Q4 | $290K | Hold |
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|
2023
Q3 | $264K | Buy |
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|
2023
Q2 | $205K | Sell |
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|
2023
Q1 | $223K | Hold |
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|
2022
Q4 | $238K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $324K | Buy |
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|
2022
Q1 | $258K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $255K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $157K | Buy |
|