Cyndeo Wealth 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
Q3 | $760K | Buy |
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|
2025
Q2 | $653K | Buy |
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|
2025
Q1 | $623K | Sell |
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|
2024
Q4 | $577K | Buy |
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|
2024
Q3 | $615K | Buy |
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|
2024
Q2 | $354K | Sell |
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|
2024
Q1 | $343K | Buy |
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|
2023
Q4 | $324K | Buy |
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|
2023
Q3 | $295K | Buy |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $258K | Sell |
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|
2022
Q4 | $413K | Buy |
|