Beacon Investment 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
Q2 | $394K | Buy |
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|
2025
Q1 | $403K | Buy |
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|
2024
Q4 | $343K | Buy |
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|
2024
Q3 | $321K | Buy |
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|
2024
Q2 | $278K | Sell |
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|
2024
Q1 | $270K | Buy |
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|
2023
Q4 | $269K | Sell |
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|
2023
Q3 | $245K | Sell |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $297K | Buy |
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|
2022
Q4 | $315K | Buy |
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