E&G 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 | $706K | Buy |
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|
2025
Q2 | $661K | Hold |
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|
2025
Q1 | $683K | Sell |
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|
2024
Q4 | $614K | Buy |
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|
2024
Q3 | $634K | Sell |
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|
2024
Q2 | $561K | Hold |
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|
2024
Q1 | $542K | Hold |
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|
2023
Q4 | $543K | Sell |
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|
2023
Q3 | $503K | Hold |
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|
2023
Q2 | $512K | Buy |
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|
2023
Q1 | $540K | Hold |
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|
2022
Q4 | $577K | Sell |
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|
2022
Q3 | $530K | Hold |
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|
2022
Q2 | $611K | Hold |
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|
2022
Q1 | $636K | Hold |
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|
2021
Q4 | $598K | Sell |
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|
2021
Q3 | $566K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $579K | Hold |
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|
2020
Q4 | $549K | Sell |
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|
2020
Q3 | $576K | Sell |
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|
2020
Q2 | $623K | Hold |
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|
2020
Q1 | $631K | Sell |
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|
2019
Q4 | $885K | Sell |
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|
2019
Q3 | $949K | Sell |
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|
2019
Q2 | $935K | Buy |
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|
2019
Q1 | $930K | Sell |
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|
2018
Q4 | $1.02M | Sell |
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|
2018
Q3 | $1.12M | Buy |
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|
2018
Q2 | $822K | Buy |
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|
2018
Q1 | $434K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $327K | Hold |
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|
2017
Q2 | $326K | Buy |
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|
2017
Q1 | $230K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.14M | Buy |
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