Dynamic Advisor Solutions’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 | $4.02M | Buy |
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|
2025
Q2 | $3.74M | Buy |
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|
2025
Q1 | $3.12M | Buy |
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|
2024
Q4 | $2.66M | Sell |
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|
2024
Q3 | $3.05M | Sell |
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|
2024
Q2 | $2.75M | Sell |
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|
2024
Q1 | $2.7M | Buy |
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|
2023
Q4 | $2.54M | Buy |
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|
2023
Q3 | $2.18M | Buy |
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|
2023
Q2 | $2.1M | Buy |
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|
2023
Q1 | $2.1M | Buy |
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|
2022
Q4 | $1.79M | Buy |
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|
2022
Q3 | $1.44M | Sell |
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|
2022
Q2 | $1.66M | Buy |
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|
2022
Q1 | $1.68M | Sell |
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|
2021
Q4 | $1.58M | Buy |
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|
2021
Q3 | $1.42M | Buy |
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|
2021
Q2 | $1.4M | Buy |
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|
2021
Q1 | $1.34M | Buy |
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|
2020
Q4 | $1.12M | Buy |
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|
2020
Q3 | $994K | Buy |
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|
2020
Q2 | $860K | Buy |
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|
2020
Q1 | $844K | Buy |
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|
2019
Q4 | $885K | Buy |
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|
2019
Q3 | $394K | Buy |
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|
2019
Q2 | $342K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.88M | Buy |
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|
2018
Q3 | $1.75M | Sell |
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|
2018
Q2 | $1.77M | Buy |
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