BerganKDV Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.63M | Sell |
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|
2023
Q1 | $1.82M | Sell |
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|
2022
Q4 | $2.02M | Sell |
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|
2022
Q3 | $1.91M | Buy |
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|
2022
Q2 | $2.17M | Sell |
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|
2022
Q1 | $2.26M | Buy |
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|
2021
Q4 | $2.05M | Buy |
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|
2021
Q3 | $1.9M | Buy |
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|
2021
Q2 | $1.9M | Buy |
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|
2021
Q1 | $1.83M | Sell |
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|
2020
Q4 | $1.83M | Sell |
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|
2020
Q3 | $1.8M | Sell |
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|
2020
Q2 | $1.69M | Buy |
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|
2020
Q1 | $1.68M | Buy |
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|
2019
Q4 | $56K | Buy |
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|
2019
Q3 | $26K | Hold |
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|
2019
Q2 | $24K | Sell |
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|
2019
Q1 | $48K | Hold |
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|
2018
Q4 | $46K | Sell |
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|
2018
Q3 | $70K | Buy |
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|
2018
Q2 | $42K | Buy |
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