Comprehensive Financial Consultants Institutional’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 | $1.06M | Sell |
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|
2025
Q2 | $1.01M | Sell |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $939K | Sell |
|
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|
2024
Q3 | $1.08M | Buy |
|
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|
2024
Q2 | $926K | Buy |
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|
2024
Q1 | $805K | Buy |
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|
2023
Q4 | $791K | Buy |
|
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|
2023
Q3 | $592K | Sell |
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|
2023
Q2 | $619K | Buy |
|
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|
2023
Q1 | $632K | Buy |
|
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|
2022
Q4 | $636K | Buy |
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|
2022
Q3 | $531K | Buy |
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|
2022
Q2 | $593K | Sell |
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|
2022
Q1 | $616K | Sell |
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|
2021
Q4 | $566K | Buy |
|