Brandywine Oak 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
Q3 | $447K | Sell |
|
|||||
|
2025
Q2 | $444K | Buy |
|
|||||
|
2025
Q1 | $455K | Sell |
|
|||||
|
2024
Q4 | $408K | Buy |
|
|||||
|
2024
Q3 | $418K | Buy |
|
|||||
|
2024
Q2 | $359K | Sell |
|
|||||
|
2024
Q1 | $404K | Sell |
|
|||||
|
2023
Q4 | $522K | Sell |
|
|||||
|
2023
Q3 | $479K | Buy |
|
|||||
|
2023
Q2 | $487K | Buy |
|
|||||
|
2023
Q1 | $523K | Sell |
|
|||||
|
2022
Q4 | $689K | Sell |
|
|||||
|
2022
Q3 | $691K | Sell |
|
|||||
|
2022
Q2 | $834K | Sell |
|
|||||
|
2022
Q1 | $870K | Buy |
|
|||||
|
2021
Q4 | $817K | Sell |
|
|||||
|
2021
Q3 | $809K | Buy |
|
|||||
|
2021
Q2 | $818K | Buy |
|
|||||
|
2021
Q1 | $236K | Sell |
|
|||||
|
2020
Q4 | $275K | Buy |
|
|||||
|
2020
Q3 | $265K | Buy |
|
|||||
|
2020
Q2 | $239K | Sell |
|
|||||
|
2020
Q1 | $379K | Buy |
|
|||||
|
2019
Q4 | $427K | Buy |
|
|||||
|
2019
Q3 | $449K | Sell |
|
|||||
|
2019
Q2 | $490K | Sell |
|
|||||
|
2019
Q1 | $500K | Buy |
|
|||||
|
2018
Q4 | $375K | Buy |
|