Elmwood 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 | $309K | Buy |
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|
2025
Q1 | $318K | Sell |
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|
2024
Q4 | $292K | Hold |
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|
2024
Q3 | $313K | Sell |
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|
2024
Q2 | $282K | Sell |
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|
2024
Q1 | $275K | Buy |
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|
2023
Q4 | $236K | Sell |
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|
2023
Q3 | $251K | Buy |
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|
2023
Q2 | $255K | Hold |
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|
2023
Q1 | $274K | Sell |
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|
2022
Q4 | $326K | Sell |
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|
2022
Q3 | $544K | Hold |
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|
2022
Q2 | $627K | Sell |
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|
2022
Q1 | $664K | Sell |
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|
2021
Q4 | $625K | Buy |
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|
2021
Q2 | $487K | Hold |
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|
2021
Q1 | $476K | Buy |
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|
2020
Q3 | $620K | Hold |
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|
2020
Q2 | $620K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $22K | Hold |
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|
2019
Q2 | $20K | Buy |
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