Beacon Capital Management LLC (Tennessee)’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 | $440K | Sell |
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|
2025
Q1 | $463K | Buy |
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|
2024
Q4 | $401K | Sell |
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|
2024
Q3 | $462K | Buy |
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|
2024
Q2 | $375K | Buy |
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|
2024
Q1 | $341K | Buy |
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|
2023
Q4 | $299K | Sell |
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|
2023
Q3 | $318K | Hold |
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|
2023
Q2 | $318K | Buy |
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|
2023
Q1 | $340K | Sell |
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|
2022
Q4 | $384K | Sell |
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|
2022
Q3 | $402K | Buy |
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|
2022
Q2 | $418K | Hold |
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|
2022
Q1 | $418K | Buy |
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