Center for Financial Planning’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 | $162K | Hold |
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|
2025
Q1 | $167K | Sell |
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|
2024
Q4 | $152K | Hold |
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|
2024
Q3 | $162K | Hold |
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|
2024
Q2 | $141K | Hold |
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|
2024
Q1 | $136K | Sell |
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|
2023
Q4 | $137K | Buy |
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|
2023
Q3 | $121K | Hold |
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|
2023
Q2 | $123K | Buy |
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|
2023
Q1 | $110K | Buy |
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|
2022
Q4 | $105K | Sell |
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|
2022
Q3 | $116K | Sell |
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|
2022
Q2 | $135K | Sell |
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|
2022
Q1 | $170K | Hold |
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|
2021
Q4 | $160K | Sell |
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|
2021
Q3 | $174K | Buy |
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|
2021
Q2 | $171K | Hold |
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|
2021
Q1 | $167K | Hold |
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|
2020
Q4 | $159K | Sell |
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|
2020
Q3 | $215K | Hold |
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|
2020
Q2 | $194K | Sell |
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|
2020
Q1 | $367K | Hold |
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|
2019
Q4 | $414K | Buy |
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