Coppell Advisory Solutions’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $780K | Sell |
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|
2025
Q3 | $826K | Buy |
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|
2025
Q2 | $729K | Buy |
|
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|
2025
Q1 | $748K | Buy |
|
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|
2024
Q4 | $653K | Buy |
|
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|
2024
Q3 | $535K | Buy |
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|
2024
Q2 | $357K | Buy |
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|
2023
Q4 | $379K | Buy |
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|
2023
Q3 | $52.5K | Sell |
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|
2023
Q2 | $193K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $52.5K | Buy |
|