Delos Wealth 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
$17K Buy
2024
Q1
Sell
2023
Q4
$680 Sell
2023
Q3
$11.7K Hold
2023
Q2
$11.8K Hold
2023
Q1
$12.7K Hold
2022
Q4
$13.6K Hold
2022
Q3
$12K Buy
2022
Q2
$13K Hold
2022
Q1
$14K Hold
2021
Q4
$13K Buy