Cary Street Partners Investment Advisory’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 | $221K | Buy |
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|
2025
Q1 | $220K | Buy |
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|
2024
Q4 | $174K | Sell |
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|
2024
Q3 | $3.53M | Buy |
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|
2024
Q2 | $2.39M | Sell |
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|
2024
Q1 | $2.35M | Sell |
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|
2023
Q4 | $2.48M | Sell |
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|
2023
Q3 | $2.38M | Sell |
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|
2023
Q2 | $2.69M | Sell |
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|
2023
Q1 | $3.03M | Sell |
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|
2022
Q4 | $3.3M | Sell |
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|
2022
Q3 | $3.04M | Buy |
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|
2022
Q2 | $3.39M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $84K | Buy |
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|
2020
Q4 | $1.71M | Buy |
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|
2020
Q3 | $253K | Buy |
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