Exencial 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 | $1.65M | Sell |
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|
2025
Q2 | $1.57M | Sell |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.78M | Sell |
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|
2024
Q2 | $1.56M | Buy |
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|
2024
Q1 | $1.21M | Sell |
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|
2023
Q4 | $1.26M | Buy |
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|
2023
Q3 | $970K | Sell |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $961K | Sell |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $923K | Buy |
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $1.18M | Buy |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1.25M | Buy |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $869K | Sell |
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|
2020
Q4 | $880K | Sell |
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|
2020
Q3 | $2.64M | Buy |
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|
2020
Q2 | $752K | Buy |
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|
2020
Q1 | $234K | Buy |
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|
2019
Q4 | $260K | Sell |
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|
2019
Q3 | $298K | Sell |
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|
2019
Q2 | $289K | Hold |
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|
2019
Q1 | $295K | Hold |
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|
2018
Q4 | $283K | Sell |
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|
2018
Q3 | $281K | Sell |
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|
2018
Q2 | $279K | Buy |
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|
2018
Q1 | $258K | Buy |
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|
2017
Q4 | $275K | Sell |
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|
2017
Q3 | $284K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $553K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.42M | Buy |
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