Everhart Financial Group’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 | $1.52M | Buy |
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|
2025
Q2 | $1.41M | Buy |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $806K | Sell |
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|
2024
Q3 | $898K | Buy |
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|
2024
Q2 | $726K | Buy |
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|
2024
Q1 | $593K | Buy |
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|
2023
Q4 | $515K | Buy |
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|
2023
Q3 | $361K | Buy |
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|
2023
Q2 | $257K | Sell |
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|
2023
Q1 | $313K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $317K | Buy |
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|
2022
Q2 | $337K | Buy |
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|
2022
Q1 | $227K | Buy |
|