Destination 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 | $501K | Sell |
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|
2025
Q1 | $608K | Buy |
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|
2024
Q4 | $536K | Buy |
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|
2024
Q3 | $564K | Buy |
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|
2024
Q2 | $384K | Sell |
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|
2024
Q1 | $380K | Buy |
|
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|
2023
Q4 | $375K | Sell |
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|
2023
Q3 | $342K | Sell |
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|
2023
Q2 | $359K | Sell |
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|
2023
Q1 | $500K | Buy |
|
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|
2022
Q4 | $409K | Buy |
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|
2022
Q3 | $357K | Sell |
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|
2022
Q2 | $460K | Buy |
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|
2022
Q1 | $472K | Sell |
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|
2021
Q4 | $497K | Buy |
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|
2021
Q3 | $371K | Buy |
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|
2021
Q2 | $371K | Sell |
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|
2021
Q1 | $435K | Buy |
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|
2020
Q4 | $323K | Buy |
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|
2020
Q3 | $310K | Sell |
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|
2020
Q2 | $283K | Sell |
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|
2020
Q1 | $287K | Sell |
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|
2019
Q4 | $378K | Buy |
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|
2019
Q3 | $340K | Sell |
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|
2019
Q2 | $314K | Sell |
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|
2019
Q1 | $377K | Buy |
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|
2018
Q4 | $334K | Hold |
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|
2018
Q3 | $310K | Sell |
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|
2018
Q2 | $362K | Sell |
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|
2018
Q1 | $1.72M | Buy |
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|
2017
Q4 | $359K | Buy |
|
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|
2017
Q3 | $350K | Sell |
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|
2017
Q2 | $391K | Sell |
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|
2017
Q1 | $467K | Buy |
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|
2016
Q4 | $394K | Sell |
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|
2016
Q3 | $413K | Buy |
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|
2016
Q2 | $430K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $473K | Buy |
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