Financial Gravity Asset 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
Q1 | $16.3K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.32K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.76K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $8.06K | Sell |
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|
2022
Q3 | $2.18K | Sell |
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|
2022
Q2 | $2.76K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $0 | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $31 | Sell |
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|
2019
Q4 | $142K | Sell |
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|
2019
Q3 | $73K | Sell |
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|
2019
Q2 | $73K | Sell |
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|
2019
Q1 | $79K | Buy |
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|
2018
Q3 | $33K | Buy |
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|
2018
Q2 | $31K | Sell |
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|
2018
Q1 | $63K | Buy |
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