Cornerstone Advisory’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
Q3 | $719K | Buy |
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|
2025
Q2 | $679K | Sell |
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|
2025
Q1 | $732K | Sell |
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|
2024
Q4 | $673K | Sell |
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|
2024
Q3 | $772K | Buy |
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|
2024
Q2 | $664K | Sell |
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|
2024
Q1 | $750K | Buy |
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|
2023
Q4 | $732K | Sell |
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|
2023
Q3 | $737K | Buy |
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|
2023
Q2 | $727K | Buy |
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|
2023
Q1 | $772K | Buy |
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|
2022
Q4 | $649K | Sell |
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|
2022
Q3 | $660K | Buy |
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|
2022
Q2 | $595K | Sell |
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|
2022
Q1 | $1.3M | Buy |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $1.01M | Hold |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $938K | Sell |
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|
2020
Q4 | $1.05M | Sell |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $568K | Buy |
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|
2020
Q1 | $229K | Buy |
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|
2019
Q4 | $201K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $234K | Hold |
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|
2017
Q3 | $233K | Buy |
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|
2017
Q2 | $224K | Sell |
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|
2017
Q1 | $233K | Buy |
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|
2016
Q4 | $215K | Hold |
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|
2016
Q3 | $222K | Buy |
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