Elevated Capital 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
Q4 | $14.1K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.67M | Buy |
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|
2023
Q4 | $1.59M | Sell |
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|
2023
Q3 | $1.51M | Sell |
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|
2023
Q2 | $1.56M | Buy |
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|
2023
Q1 | $1.59M | Buy |
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|
2022
Q4 | $1.67M | Buy |
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|
2022
Q3 | $1.4M | Buy |
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|
2022
Q1 | $1.44M | Buy |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q1 | $942K | Buy |
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|
2020
Q4 | $813K | Sell |
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|
2020
Q3 | $924K | Sell |
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|
2020
Q2 | $795K | Buy |
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|
2019
Q4 | $350K | Buy |
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|
2019
Q1 | $768K | Buy |
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