Beacon Pointe 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 | $6.35M | Buy |
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|
2025
Q1 | $6.37M | Buy |
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|
2024
Q4 | $5.59M | Buy |
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|
2024
Q3 | $5.22M | Sell |
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|
2024
Q2 | $4.86M | Sell |
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|
2024
Q1 | $5.46M | Sell |
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|
2023
Q4 | $5.97M | Sell |
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|
2023
Q3 | $5.63M | Buy |
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|
2023
Q2 | $5.24M | Sell |
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|
2023
Q1 | $6.45M | Buy |
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|
2022
Q4 | $5.05M | Buy |
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|
2022
Q3 | $4.44M | Buy |
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|
2022
Q2 | $5M | Sell |
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|
2022
Q1 | $7.83M | Buy |
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|
2021
Q4 | $2.55M | Sell |
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|
2021
Q3 | $2.42M | Buy |
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|
2021
Q2 | $1.53M | Buy |
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|
2021
Q1 | $497K | Buy |
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|
2020
Q4 | $361K | Buy |
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|
2020
Q3 | $315K | Buy |
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|
2020
Q2 | $234K | Buy |
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