Darwin 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
Q3 | $265K | Buy |
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|
2025
Q2 | $252K | Sell |
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|
2025
Q1 | $239K | Hold |
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|
2024
Q4 | $239K | Sell |
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|
2024
Q3 | $422K | Buy |
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|
2024
Q2 | $367K | Buy |
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|
2024
Q1 | $354K | Buy |
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|
2023
Q4 | $354K | Hold |
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|
2023
Q3 | $322K | Hold |
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|
2023
Q2 | $332K | Hold |
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|
2023
Q1 | $359K | Sell |
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|
2022
Q4 | $434K | Hold |
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|
2022
Q3 | $368K | Sell |
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|
2022
Q2 | $495K | Sell |
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|
2022
Q1 | $547K | Buy |
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|
2021
Q4 | $501K | Sell |
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|
2021
Q3 | $511K | Buy |
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|
2021
Q2 | $517K | Sell |
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|
2021
Q1 | $512K | Sell |
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|
2020
Q4 | $503K | Buy |
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|
2020
Q3 | $406K | Sell |
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|
2020
Q2 | $500K | Sell |
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|
2020
Q1 | $3.08M | Buy |
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|
2019
Q4 | $3.42M | Buy |
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|
2019
Q3 | $3.41M | Buy |
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|
2019
Q2 | $3.01M | Sell |
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|
2019
Q1 | $3.09M | Buy |
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|
2018
Q4 | $700K | Buy |
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|
2018
Q3 | $595K | Sell |
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|
2018
Q2 | $600K | Buy |
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|
2018
Q1 | $587K | Sell |
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|
2017
Q4 | $663K | Buy |
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|
2017
Q3 | $532K | Buy |
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|
2017
Q2 | $508K | Sell |
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|
2017
Q1 | $501K | Sell |
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|
2016
Q4 | $476K | Buy |
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|
2016
Q3 | $438K | Buy |
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|
2016
Q2 | $467K | Buy |
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