Dakota Wealth Management’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 | $2.26M | Sell |
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|
2025
Q1 | $2.71M | Sell |
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|
2024
Q4 | $2.4M | Sell |
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|
2024
Q3 | $2.7M | Buy |
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|
2024
Q2 | $2.17M | Sell |
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|
2024
Q1 | $2.1M | Buy |
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|
2023
Q4 | $1.74M | Buy |
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|
2023
Q3 | $1.58M | Buy |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $1.22M | Sell |
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|
2022
Q4 | $1.3M | Sell |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $888K | Buy |
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|
2022
Q1 | $651K | Buy |
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|
2021
Q4 | $254K | Buy |
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|
2021
Q3 | $232K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $206K | Buy |
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