Brighton Jones 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
$868K Buy
2025
Q2
$713K Buy
2025
Q1
$717K Sell
2024
Q4
$728K Buy
2024
Q3
$698K Sell
2024
Q2
$645K Sell
2024
Q1
$644K Buy
2023
Q4
$538K Buy
2023
Q3
$458K Buy
2023
Q2
$385K Buy
2023
Q1
$283K Sell
2022
Q4
$328K Buy
2022
Q3
$279K Buy
2022
Q2
$305K Buy
2022
Q1
$293K Buy
2021
Q4
$270K Buy
2018
Q1
Sell
2017
Q4
$316K Buy