Cooper Financial Group’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
Q4 | $349K | Sell |
|
|||||
|
2025
Q3 | $404K | Buy |
|
|||||
|
2025
Q2 | $316K | Sell |
|
|||||
|
2025
Q1 | $874K | Sell |
|
|||||
|
2024
Q4 | $1.1M | Buy |
|
|||||
|
2024
Q3 | $1.1M | Sell |
|
|||||
|
2024
Q2 | $1.23M | Buy |
|
|||||
|
2024
Q1 | $1.03M | Buy |
|
|||||
|
2023
Q4 | $660K | Buy |
|
|||||
|
2023
Q3 | $589K | Buy |
|
|||||
|
2023
Q2 | $589K | Buy |
|
|||||
|
2023
Q1 | $582K | Buy |
|
|||||
|
2022
Q4 | $551K | Buy |
|
|||||
|
2022
Q3 | $475K | Buy |
|
|||||
|
2022
Q2 | $486K | Buy |
|
|||||
|
2022
Q1 | $435K | Sell |
|
|||||
|
2021
Q4 | $422K | Buy |
|
|||||
|
2021
Q3 | $390K | Buy |
|
|||||
|
2021
Q2 | $387K | Buy |
|
|||||
|
2021
Q1 | $359K | Sell |
|
|||||
|
2020
Q4 | $386K | Buy |
|
|||||
|
2020
Q3 | $320K | Buy |
|
|||||
|
2020
Q2 | $277K | Buy |
|
|||||
|
2020
Q1 | $278K | Buy |
|
|||||
|
2019
Q4 | $257K | Buy |
|
|||||
|
2019
Q3 | $266K | Sell |
|
|||||
|
2019
Q2 | $274K | Buy |
|