Birchcreek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Hold |
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|
2025
Q1 | $443K | Hold |
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|
2024
Q4 | $392K | Hold |
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|
2024
Q3 | $419K | Sell |
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|
2024
Q2 | $417K | Hold |
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|
2024
Q1 | $403K | Sell |
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|
2023
Q4 | $442K | Sell |
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|
2023
Q3 | $426K | Buy |
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|
2023
Q2 | $405K | Buy |
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|
2023
Q1 | $353K | Buy |
|
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|
2022
Q4 | $375K | Hold |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $309K | Hold |
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|
2022
Q1 | $322K | Hold |
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|
2021
Q4 | $303K | Hold |
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|
2021
Q3 | $282K | Hold |
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|
2021
Q2 | $285K | Hold |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q4 | $170K | Buy |
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