ForthRight 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
Q4 | – | Sell |
|
|||||
|
2025
Q3 | $200K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $353K | Buy |
|
|||||
|
2023
Q4 | $352K | Sell |
|
|||||
|
2023
Q3 | $322K | Buy |
|
|||||
|
2023
Q2 | $295K | Buy |
|
|||||
|
2023
Q1 | $315K | Buy |
|
|||||
|
2022
Q4 | $334K | Buy |
|
|||||
|
2022
Q3 | $300K | Buy |
|
|||||
|
2022
Q2 | $344K | Buy |
|
|||||
|
2022
Q1 | $356K | Buy |
|
|||||
|
2021
Q4 | $333K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $164K | Buy |
|