CFS Investment Advisory Services’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 | $1.25M | Buy |
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|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $969K | Buy |
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|
2024
Q1 | $906K | Buy |
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|
2023
Q4 | $829K | Sell |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $321K | Buy |
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|
2023
Q1 | $271K | Sell |
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|
2022
Q4 | $556K | Sell |
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|
2022
Q3 | $0 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $0 | Buy |
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