Bill Few Associates’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 | $633K | Buy |
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|
2025
Q2 | $602K | Buy |
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|
2025
Q1 | $616K | Hold |
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|
2024
Q4 | $544K | Sell |
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|
2024
Q3 | $585K | Hold |
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|
2024
Q2 | $509K | Sell |
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|
2024
Q1 | $491K | Buy |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $350K | Hold |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $410K | Buy |
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|
2022
Q4 | $425K | Sell |
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|
2022
Q3 | $392K | Sell |
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|
2022
Q2 | $463K | Hold |
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|
2022
Q1 | $482K | Sell |
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|
2021
Q4 | $455K | Buy |
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