BFSG LLC’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 | $1.56M | Buy |
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|
2025
Q2 | $1.43M | Buy |
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|
2025
Q1 | $1.41M | Buy |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $1,000K | Sell |
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|
2023
Q3 | $959K | Buy |
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|
2023
Q2 | $919K | Buy |
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|
2023
Q1 | $818K | Sell |
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|
2022
Q4 | $1.5M | Buy |
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|
2022
Q3 | $664K | Buy |
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|
2022
Q2 | $617K | Buy |
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|
2022
Q1 | $501K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $601K | Buy |
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|
2020
Q1 | $518K | Buy |
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|
2019
Q4 | $523K | Buy |
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|
2019
Q3 | $254K | Buy |
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|
2019
Q2 | $211K | Buy |
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|
2019
Q1 | $205K | Buy |
|