Clearstead Trust’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 | $339K | Hold |
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|
2025
Q2 | $323K | Sell |
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|
2025
Q1 | $384K | Sell |
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|
2024
Q4 | $360K | Sell |
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|
2024
Q3 | $405K | Hold |
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|
2024
Q2 | $352K | Hold |
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|
2024
Q1 | $339K | Sell |
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|
2023
Q4 | $437K | Sell |
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|
2023
Q3 | $411K | Hold |
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|
2023
Q2 | $448K | Sell |
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|
2023
Q1 | $555K | Sell |
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|
2022
Q4 | $593K | Sell |
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|
2022
Q3 | $541K | Buy |
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|
2022
Q2 | $611K | Buy |
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|
2022
Q1 | $358K | Sell |
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|
2021
Q4 | $599K | Hold |
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|
2021
Q3 | $556K | Hold |
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|
2021
Q2 | $563K | Hold |
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|
2021
Q1 | $550K | Sell |
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|
2020
Q4 | $528K | Hold |
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|
2020
Q3 | $510K | Sell |
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|
2020
Q2 | $506K | Hold |
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|
2020
Q1 | $512K | Hold |
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|
2019
Q4 | $578K | Sell |
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|
2019
Q3 | $753K | Buy |
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|
2019
Q2 | $677K | Sell |
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|
2019
Q1 | $695K | Buy |
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|
2018
Q4 | $514K | Buy |
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|
2018
Q3 | $370K | Sell |
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|
2018
Q2 | $370K | Buy |
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|
2018
Q1 | $349K | Sell |
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|
2017
Q4 | $639K | Buy |
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|
2017
Q3 | $626K | Buy |
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|
2017
Q2 | $607K | Buy |
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|
2017
Q1 | $588K | Buy |
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|
2016
Q4 | $359K | Buy |
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