Clarity Financial’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 | $21.3M | Buy |
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|
2025
Q2 | $19.9M | Buy |
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|
2025
Q1 | $20.1M | Buy |
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|
2024
Q4 | $16.3M | Sell |
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|
2024
Q3 | $20.9M | Buy |
|
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|
2024
Q2 | $16.9M | Sell |
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|
2024
Q1 | $23M | Buy |
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|
2023
Q4 | $21.8M | Buy |
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|
2023
Q3 | $14.6M | Buy |
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|
2023
Q2 | $10.5M | Buy |
|
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|
2023
Q1 | $746K | Sell |
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|
2022
Q4 | $9.79M | Buy |
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|
2022
Q3 | $5.69M | Sell |
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|
2022
Q2 | $8.63M | Buy |
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|
2022
Q1 | $8.31M | Buy |
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|
2021
Q4 | $7.6M | Buy |
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|
2021
Q3 | $6.55M | Buy |
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|
2021
Q2 | $549K | Buy |
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|
2021
Q1 | $397K | Buy |
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|
2020
Q4 | $344K | Buy |
|