EverSource Wealth 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 | $1.18M | Buy |
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|
2025
Q2 | $1.09M | Sell |
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|
2025
Q1 | $1.67M | Buy |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $804K | Buy |
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|
2023
Q4 | $483K | Buy |
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|
2023
Q3 | $275K | Buy |
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|
2023
Q2 | $263K | Sell |
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|
2023
Q1 | $316K | Sell |
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|
2022
Q4 | $423K | Buy |
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|
2022
Q3 | $270K | Buy |
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|
2022
Q2 | $271K | Buy |
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|
2022
Q1 | $279K | Buy |
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|
2021
Q4 | $256K | Buy |
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