Beacon Investment Advisory Services’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 | $7.16M | Buy |
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|
2025
Q2 | $6.58M | Buy |
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|
2025
Q1 | $6.26M | Buy |
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|
2024
Q4 | $5.12M | Buy |
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|
2024
Q3 | $5.22M | Buy |
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|
2024
Q2 | $4.43M | Buy |
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|
2024
Q1 | $4.26M | Sell |
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|
2023
Q4 | $4.34M | Buy |
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|
2023
Q3 | $3.94M | Buy |
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|
2023
Q2 | $3.98M | Sell |
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|
2023
Q1 | $4.33M | Buy |
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|
2022
Q4 | $4.6M | Buy |
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|
2022
Q3 | $4.08M | Sell |
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|
2022
Q2 | $4.71M | Buy |
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|
2022
Q1 | $4.88M | Buy |
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|
2021
Q4 | $4.41M | Sell |
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|
2021
Q3 | $4.12M | Buy |
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|
2021
Q2 | $4.13M | Buy |
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|
2021
Q1 | $3.9M | Buy |
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|
2020
Q4 | $3.27M | Buy |
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|
2020
Q3 | $3.11M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $661K | Sell |
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|
2018
Q4 | $655K | Buy |
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|
2018
Q3 | $593K | Sell |
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|
2018
Q2 | $656K | Sell |
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|
2018
Q1 | $648K | Hold |
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|
2017
Q4 | $704K | Sell |
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|
2017
Q3 | $795K | Buy |
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