Financial Consulate’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
$256K Buy
2018
Q1
Sell
2017
Q4
$221K Buy
2017
Q3
$201K Hold
2017
Q2
$201K Buy
2015
Q2
Sell
2015
Q1
$272K Hold
2014
Q4
$296K Buy