CWS Financial Advisors’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 | $396K | Buy |
|
|||||
|
2025
Q2 | $360K | Sell |
|
|||||
|
2025
Q1 | $404K | Hold |
|
|||||
|
2024
Q4 | $356K | Sell |
|
|||||
|
2024
Q3 | $456K | Sell |
|
|||||
|
2024
Q2 | $399K | Buy |
|
|||||
|
2024
Q1 | $385K | Sell |
|
|||||
|
2023
Q4 | $475K | Buy |
|
|||||
|
2023
Q3 | $431K | Sell |
|
|||||
|
2023
Q2 | $448K | Sell |
|
|||||
|
2023
Q1 | $505K | Buy |
|
|||||
|
2022
Q4 | $454K | Sell |
|
|||||
|
2022
Q3 | $465K | Hold |
|
|||||
|
2022
Q2 | $536K | Buy |
|
|||||
|
2022
Q1 | $558K | Buy |
|
|||||
|
2021
Q4 | $512K | Buy |
|
|||||
|
2021
Q2 | $471K | Buy |
|
|||||
|
2021
Q1 | $454K | Buy |
|
|||||
|
2020
Q4 | $430K | Buy |
|
|||||
|
2020
Q3 | $412K | Sell |
|
|||||
|
2020
Q2 | $424K | Buy |
|
|||||
|
2020
Q1 | $450K | Hold |
|
|||||
|
2019
Q4 | $450K | Buy |
|