Chesapeake 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 | $206K | Sell |
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|
2025
Q1 | $215K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $203K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $218K | Hold |
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|
2022
Q4 | $233K | Sell |
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|
2022
Q3 | $213K | Sell |
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|
2022
Q2 | $257K | Hold |
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|
2022
Q1 | $268K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $226K | Hold |
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|
2021
Q1 | $221K | Hold |
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|
2020
Q4 | $209K | Sell |
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|
2020
Q3 | $207K | Sell |
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|
2020
Q2 | $233K | Sell |
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|
2020
Q1 | $303K | Sell |
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|
2019
Q4 | $364K | Buy |
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|
2019
Q3 | $362K | Buy |
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|
2019
Q2 | $245K | Buy |
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|
2019
Q1 | $212K | Buy |
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|
2018
Q4 | $201K | Buy |
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