Beverly Hills Private Wealth’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 | $337K | Sell |
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|
2025
Q1 | $386K | Buy |
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|
2024
Q4 | $334K | Sell |
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|
2024
Q3 | $370K | Sell |
|
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|
2024
Q2 | $409K | Sell |
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|
2024
Q1 | $443K | Sell |
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|
2023
Q4 | $477K | Sell |
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|
2023
Q3 | $484K | Sell |
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|
2023
Q2 | $981K | Buy |
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|
2023
Q1 | $470K | Buy |
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|
2022
Q4 | $447K | Buy |
|