Financial Advocates Investment 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 | $589K | Sell |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $921K | Buy |
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|
2024
Q3 | $765K | Sell |
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|
2024
Q2 | $737K | Sell |
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|
2024
Q1 | $796K | Buy |
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|
2023
Q4 | $762K | Buy |
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|
2023
Q3 | $639K | Sell |
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|
2023
Q2 | $678K | Buy |
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|
2023
Q1 | $642K | Buy |
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|
2022
Q4 | $676K | Buy |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $587K | Buy |
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|
2022
Q1 | $299K | Sell |
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|
2021
Q4 | $572K | Buy |
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|
2021
Q3 | $228K | Buy |
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|
2021
Q2 | $218K | Sell |
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|
2021
Q1 | $1.45M | Buy |
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|
2020
Q4 | $235K | Buy |
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|
2020
Q3 | $214K | Sell |
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|
2020
Q2 | $237K | Sell |
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|
2020
Q1 | $248K | Sell |
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|
2019
Q4 | $292K | Sell |
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|
2019
Q3 | $439K | Buy |
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|
2019
Q2 | $294K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $240K | Buy |
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|
2017
Q4 | $213K | Buy |
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