Fortis Group Advisors’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 | $66.8K | Hold |
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|
2025
Q3 | $70.5K | Hold |
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|
2025
Q2 | $67.3K | Hold |
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|
2025
Q1 | $69.5K | Hold |
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|
2024
Q4 | $61.4K | Hold |
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|
2024
Q3 | $65.7K | Hold |
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|
2024
Q2 | $57.1K | Hold |
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|
2024
Q1 | $55.1K | Sell |
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|
2023
Q4 | $111K | Buy |
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|
2023
Q3 | $50.3K | Buy |
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|
2020
Q3 | $318K | Buy |
|