Cassaday & Co 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
Q2 | $1.01M | Buy |
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|
2025
Q1 | $974K | Sell |
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|
2024
Q4 | $867K | Sell |
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|
2024
Q3 | $938K | Buy |
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|
2024
Q2 | $802K | Buy |
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|
2024
Q1 | $684K | Buy |
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|
2023
Q4 | $664K | Sell |
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|
2023
Q3 | $666K | Buy |
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|
2023
Q2 | $621K | Sell |
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|
2023
Q1 | $677K | Buy |
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|
2022
Q4 | $626K | Buy |
|