Focused Wealth 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
Q3 | $445K | Buy |
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|
2025
Q2 | $219K | Sell |
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|
2025
Q1 | $338K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $48.5K | Buy |
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|
2023
Q3 | $43.8K | Buy |
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|
2023
Q2 | $44.2K | Sell |
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|
2023
Q1 | $61.7K | Buy |
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|
2022
Q4 | $26.1K | Buy |
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|
2022
Q3 | $18K | Hold |
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|
2022
Q2 | $21K | Hold |
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|
2022
Q1 | $22K | Hold |
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|
2021
Q4 | $20K | Sell |
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|
2021
Q3 | $23K | Buy |
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|
2021
Q2 | $19K | Hold |
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|
2021
Q1 | $19K | Sell |
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|
2020
Q4 | $20K | Sell |
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|
2020
Q3 | $23K | Sell |
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|
2020
Q2 | $26K | Buy |
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|
2020
Q1 | $21K | Hold |
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|
2019
Q4 | $23K | Buy |
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|
2019
Q3 | $16K | Sell |
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|
2019
Q2 | $25K | Sell |
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|
2019
Q1 | $33K | Sell |
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|
2018
Q4 | $35K | Sell |
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|
2018
Q3 | $43K | Sell |
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|
2018
Q2 | $224K | Hold |
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|
2018
Q1 | $219K | Buy |
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|
2017
Q4 | $38K | Sell |
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|
2017
Q3 | $40K | Buy |
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|
2017
Q2 | $38K | Sell |
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|
2017
Q1 | $39K | Hold |
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|
2016
Q4 | $37K | Hold |
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|
2016
Q3 | $38K | Sell |
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|
2016
Q2 | $49K | Sell |
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|
2016
Q1 | $57K | Sell |
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|
2015
Q4 | $53K | Hold |
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|
2015
Q3 | $54K | Buy |
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|
2015
Q2 | $44K | Sell |
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|
2015
Q1 | $60K | Hold |
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|
2014
Q4 | $65K | Hold |
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|
2014
Q3 | $58K | Buy |
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|
2014
Q2 | $39K | Hold |
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|
2014
Q1 | $38K | Buy |
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|
2013
Q4 | $9K | Hold |
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|
2013
Q3 | $9K | Buy |
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