Barrett & Company’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 | $204K | Hold |
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|
2025
Q2 | $195K | Hold |
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|
2025
Q1 | $201K | Hold |
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|
2024
Q4 | $178K | Hold |
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|
2024
Q3 | $190K | Buy |
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|
2024
Q2 | $165K | Sell |
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|
2024
Q1 | $164K | Sell |
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|
2023
Q4 | $166K | Sell |
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|
2023
Q3 | $168K | Sell |
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|
2023
Q2 | $171K | Buy |
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|
2023
Q1 | $128K | Sell |
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|
2022
Q4 | $158K | Hold |
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|
2022
Q3 | $158K | Buy |
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