Commonwealth Financial 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 | $414K | Buy |
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|
2025
Q2 | $390K | Buy |
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|
2025
Q1 | $403K | Sell |
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|
2024
Q4 | $360K | Buy |
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|
2024
Q3 | $364K | Sell |
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|
2024
Q2 | $318K | Sell |
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|
2024
Q1 | $465K | Hold |
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|
2023
Q4 | $465K | Buy |
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|
2023
Q3 | $422K | Buy |
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|
2017
Q1 | $65K | Hold |
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|
2016
Q4 | $60K | Sell |
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|
2016
Q3 | $76K | Sell |
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|
2016
Q2 | $100K | Sell |
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|
2016
Q1 | $123K | Buy |
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|
2015
Q4 | $55K | Sell |
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|
2015
Q3 | $62K | Hold |
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|
2015
Q2 | $61K | Sell |
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|
2015
Q1 | $456K | Buy |
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|
2014
Q4 | $492K | Buy |
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