BCGM 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 | $629K | Buy |
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|
2025
Q1 | $649K | Sell |
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|
2024
Q4 | $608K | Sell |
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|
2024
Q3 | $665K | Buy |
|
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|
2024
Q2 | $577K | Buy |
|
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|
2024
Q1 | $556K | Buy |
|
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|
2023
Q4 | $511K | Buy |
|
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|
2023
Q3 | $463K | Hold |
|
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|
2023
Q2 | $471K | Buy |
|
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|
2023
Q1 | $436K | Sell |
|
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|
2022
Q4 | $538K | Sell |
|
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|
2022
Q3 | $533K | Buy |
|
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|
2022
Q2 | $624K | Sell |
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|
2022
Q1 | $658K | Buy |
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|
2021
Q4 | $593K | Buy |
|
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|
2021
Q3 | $297K | Buy |
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|
2021
Q2 | $255K | Buy |
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|
2021
Q1 | $245K | Sell |
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|
2020
Q4 | $224K | Buy |
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