Cannon Financial Strategists’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 | $907K | Buy |
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|
2025
Q1 | $935K | Sell |
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|
2024
Q4 | $831K | Buy |
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|
2024
Q3 | $844K | Buy |
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|
2024
Q2 | $557K | Sell |
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|
2024
Q1 | $708K | Buy |
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|
2023
Q4 | $688K | Buy |
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|
2023
Q3 | $596K | Hold |
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|
2023
Q2 | $606K | Hold |
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|
2023
Q1 | $652K | Buy |
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|
2022
Q4 | $522K | Sell |
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|
2022
Q3 | $482K | Sell |
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|
2022
Q2 | $555K | Sell |
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|
2022
Q1 | $596K | Buy |
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|
2021
Q4 | $537K | Buy |
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|
2021
Q3 | $489K | Hold |
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|
2021
Q2 | $495K | Hold |
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|
2021
Q1 | $484K | Sell |
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|
2020
Q4 | $472K | Buy |
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|
2020
Q3 | $444K | Sell |
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|
2020
Q2 | $412K | Buy |
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|
2020
Q1 | $405K | Hold |
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|
2019
Q4 | $457K | Hold |
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|
2019
Q3 | $480K | Hold |
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|
2019
Q2 | $442K | Hold |
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|
2019
Q1 | $451K | Buy |
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