Crescent Sterling’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
$754K Sell
2025
Q2
$750K Sell
2025
Q1
$790K Hold
2024
Q4
$698K Hold
2024
Q3
$747K Buy
2024
Q2
$647K Sell
2024
Q1
$724K Buy
2023
Q4
$700K Buy
2023
Q3
$634K Buy
2023
Q2
$595K Buy
2023
Q1
$608K Buy
2022
Q4
$450K Buy