CarsonAllaria Wealth Management’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 | $250K | Sell |
|
|||||
|
2025
Q2 | $239K | Sell |
|
|||||
|
2025
Q1 | $247K | Buy |
|
|||||
|
2024
Q4 | $217K | Sell |
|
|||||
|
2024
Q3 | $260K | Sell |
|
|||||
|
2024
Q2 | $239K | Sell |
|
|||||
|
2024
Q1 | $257K | Sell |
|
|||||
|
2023
Q4 | $312K | Sell |
|
|||||
|
2023
Q3 | $302K | Sell |
|
|||||
|
2023
Q2 | $310K | Sell |
|
|||||
|
2023
Q1 | $333K | Buy |
|
|||||
|
2022
Q4 | $354K | Sell |
|
|||||
|
2022
Q3 | $320K | Sell |
|
|||||
|
2022
Q2 | $377K | Buy |
|
|||||
|
2022
Q1 | $389K | Sell |
|
|||||
|
2021
Q4 | $366K | Buy |
|