Cladis 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 | $388K | Hold |
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|
2025
Q1 | $401K | Sell |
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|
2024
Q4 | $354K | Hold |
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|
2024
Q3 | $379K | Hold |
|
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|
2024
Q2 | $330K | Hold |
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|
2024
Q1 | $318K | Hold |
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|
2023
Q4 | $319K | Hold |
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|
2023
Q3 | $290K | Hold |
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|
2023
Q2 | $295K | Buy |
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|
2023
Q1 | $302K | Hold |
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|
2022
Q4 | $322K | Hold |
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|
2022
Q3 | $291K | Hold |
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|
2022
Q2 | $335K | Hold |
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|
2022
Q1 | $349K | Hold |
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|
2021
Q4 | $328K | Buy |
|