Fortitude Advisory Group’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 | $211K | Hold |
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|
2025
Q1 | $215K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $224K | Sell |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $233K | Sell |
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|
2023
Q4 | $308K | Buy |
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|
2023
Q3 | $258K | Buy |
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|
2023
Q2 | $259K | Sell |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $309K | Buy |
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|
2022
Q3 | $270K | Buy |
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|
2022
Q2 | $300K | Sell |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $296K | Buy |
|