Corient Private Wealth’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 | $38.2M | Buy |
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|
2025
Q1 | $39.1M | Buy |
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|
2024
Q4 | $34.4M | Sell |
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|
2024
Q3 | $36.9M | Sell |
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|
2024
Q2 | $34.3M | Buy |
|
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|
2024
Q1 | $31.7M | Sell |
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|
2023
Q4 | $33.4M | Sell |
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|
2023
Q3 | $31.3M | Buy |
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|
2023
Q2 | $30.5M | Buy |
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|
2023
Q1 | $13M | Buy |
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|
2022
Q4 | $9.79M | Buy |
|