Buttonwood Financial Advisors’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 | $283K | Sell |
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|
2025
Q2 | $274K | Sell |
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|
2025
Q1 | $324K | Sell |
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|
2024
Q4 | $291K | Sell |
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|
2024
Q3 | $325K | Sell |
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|
2024
Q2 | $305K | Sell |
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|
2024
Q1 | $391K | Sell |
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|
2023
Q4 | $503K | Sell |
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|
2023
Q3 | $482K | Buy |
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|
2023
Q2 | $415K | Buy |
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|
2023
Q1 | $362K | Hold |
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|
2022
Q4 | $386K | Sell |
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|
2022
Q3 | $365K | Hold |
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|
2022
Q2 | $445K | Buy |
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|
2022
Q1 | $212K | Buy |
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