Concord Wealth Partners’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 | $2.67M | Buy |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $676K | Buy |
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|
2024
Q3 | $655K | Buy |
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|
2024
Q2 | $548K | Sell |
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|
2024
Q1 | $651K | Buy |
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|
2023
Q4 | $519K | Sell |
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|
2023
Q3 | $605K | Sell |
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|
2023
Q2 | $656K | Buy |
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|
2023
Q1 | $562K | Buy |
|
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|
2022
Q4 | $535K | Sell |
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|
2022
Q3 | $680K | Sell |
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|
2022
Q2 | $832K | Sell |
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|
2022
Q1 | $916K | Buy |
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|
2021
Q4 | $839K | Buy |
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|
2021
Q3 | $381K | Sell |
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|
2021
Q2 | $784K | Buy |
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|
2021
Q1 | $686K | Buy |
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|
2020
Q4 | $531K | Buy |
|