Bell 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 | $37.8K | Sell |
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|
2025
Q1 | $40.5K | Buy |
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|
2024
Q4 | $28.9K | Sell |
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|
2024
Q3 | $34.7K | Buy |
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|
2024
Q2 | $29.7K | Buy |
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|
2024
Q1 | $28.1K | Buy |
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|
2023
Q4 | $27.3K | Sell |
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|
2023
Q3 | $33K | Buy |
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|
2023
Q2 | $30.4K | Sell |
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|
2023
Q1 | $54K | Buy |
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|
2022
Q4 | $50.6K | Buy |
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|
2022
Q3 | $22K | Buy |
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|
2022
Q2 | $21K | Buy |
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|
2021
Q4 | $10K | Sell |
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|
2021
Q3 | $22K | Buy |
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