CreativeOne 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 | $1.46M | Buy |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $627K | Sell |
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|
2024
Q1 | $908K | Buy |
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|
2023
Q4 | $705K | Sell |
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|
2023
Q3 | $710K | Sell |
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|
2023
Q2 | $1.4M | Buy |
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|
2023
Q1 | $1.33M | Buy |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $952K | Buy |
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|
2022
Q2 | $982K | Sell |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $913K | Sell |
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|
2021
Q3 | $867K | Buy |
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|
2021
Q2 | $587K | Buy |
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|
2021
Q1 | $358K | Buy |
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