Financial Partners Group (Tennessee)’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 | $680K | Sell |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $965K | Buy |
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|
2024
Q3 | $742K | Sell |
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|
2024
Q2 | $732K | Buy |
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|
2024
Q1 | $703K | Buy |
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|
2023
Q4 | $701K | Buy |
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|
2023
Q3 | $635K | Buy |
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|
2023
Q2 | $376K | Hold |
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|
2023
Q1 | $405K | Hold |
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|
2022
Q4 | $432K | Buy |
|