Cornerstone Wealth Management’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 | $1.72M | Buy |
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|
2025
Q1 | $1.74M | Buy |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.46M | Sell |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $998K | Buy |
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|
2023
Q3 | $887K | Buy |
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|
2023
Q2 | $752K | Buy |
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|
2023
Q1 | $641K | Buy |
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|
2022
Q3 | $703K | Buy |
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|
2022
Q2 | $794K | Buy |
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|
2022
Q1 | $709K | Buy |
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|
2021
Q4 | $631K | Buy |
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|
2021
Q3 | $537K | Buy |
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|
2021
Q2 | $454K | Buy |
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|
2021
Q1 | $422K | Sell |
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|
2020
Q4 | $408K | Sell |
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|
2020
Q3 | $425K | Buy |
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|
2020
Q2 | $349K | Buy |
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|
2020
Q1 | $334K | Buy |
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|
2019
Q4 | $315K | Sell |
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|
2019
Q3 | $360K | Sell |
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|
2019
Q2 | $345K | Sell |
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|
2019
Q1 | $739K | Buy |
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|
2018
Q4 | $300K | Sell |
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|
2018
Q3 | $2.77M | Sell |
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|
2018
Q2 | $3.67M | Buy |
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|
2018
Q1 | $292K | Buy |
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|
2017
Q4 | $248K | Buy |
|
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|
2017
Q3 | $236K | Sell |
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|
2017
Q2 | $242K | Buy |
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