Callan Family Office’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.46M | Sell |
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|
2025
Q4 | $2.29M | Buy |
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|
2025
Q3 | $2.03M | Sell |
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|
2025
Q2 | $2.03M | Buy |
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|
2025
Q1 | $1M | Sell |
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|
2024
Q4 | $1.32M | Buy |
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|
2024
Q3 | $273K | Buy |
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|
2024
Q2 | $225K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $434K | Sell |
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|
2023
Q1 | $482K | Buy |
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|
2022
Q4 | $326K | Buy |
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