Boyd Watterson Asset 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 | $57.9K | Sell |
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|
2025
Q1 | $71.5K | Sell |
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|
2024
Q4 | $72.7K | Hold |
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|
2024
Q3 | $77.8K | Sell |
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|
2024
Q2 | $69.9K | Hold |
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|
2024
Q1 | $67.4K | Hold |
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|
2023
Q4 | $67.6K | Hold |
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|
2023
Q3 | $61.5K | Hold |
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|
2023
Q2 | $62.5K | Hold |
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|
2023
Q1 | $67.2K | Hold |
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|
2022
Q4 | $71.8K | Buy |
|