Confluence Wealth 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
Q2 | $1.8M | Sell |
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|
2025
Q1 | $1.86M | Buy |
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|
2024
Q4 | $1.67M | Sell |
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|
2024
Q3 | $1.88M | Buy |
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|
2024
Q2 | $1.54M | Buy |
|
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $1.03M | Buy |
|
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|
2023
Q3 | $925K | Buy |
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|
2023
Q2 | $862K | Buy |
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|
2023
Q1 | $924K | Buy |
|
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|
2022
Q4 | $953K | Buy |
|
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|
2022
Q3 | $842K | Sell |
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|
2022
Q2 | $1.36M | Buy |
|
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|
2022
Q1 | $1.38M | Sell |
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|
2021
Q4 | $1.34M | Buy |
|