Coston McIsaac & Partners’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 | $108K | Buy |
|
|||||
|
2025
Q1 | $111K | Buy |
|
|||||
|
2024
Q4 | $89K | Sell |
|
|||||
|
2024
Q3 | $131 | Sell |
|
|||||
|
2024
Q2 | $126K | Buy |
|
|||||
|
2024
Q1 | $119K | Buy |
|
|||||
|
2023
Q4 | $94K | Buy |
|
|||||
|
2023
Q3 | $85K | Buy |
|
|||||
|
2023
Q2 | $86K | Buy |
|
|||||
|
2023
Q1 | $81K | Buy |
|
|||||
|
2022
Q4 | $59 | Buy |
|
|||||
|
2022
Q3 | $53K | Buy |
|
|||||
|
2022
Q2 | $57K | Buy |
|