Forvis Mazars Wealth 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
Q3 | $2.38M | Buy |
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|
2025
Q2 | $2.26M | Sell |
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|
2025
Q1 | $2.36M | Sell |
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|
2024
Q4 | $2.33M | Sell |
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|
2024
Q3 | $2.56M | Buy |
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|
2024
Q2 | $2.16M | Sell |
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|
2024
Q1 | $2.1M | Sell |
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|
2023
Q4 | $2.13M | Sell |
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|
2023
Q3 | $2.27M | Buy |
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|
2023
Q2 | $2.05M | Buy |
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|
2023
Q1 | $2.19M | Buy |
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|
2022
Q4 | $2.04M | Sell |
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|
2022
Q3 | $1.88M | Sell |
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|
2022
Q2 | $2.24M | Buy |
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|
2022
Q1 | $585K | Buy |
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|
2021
Q4 | $387K | Buy |
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|
2021
Q3 | $339K | Buy |
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|
2021
Q2 | $279K | Sell |
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|
2021
Q1 | $402K | Sell |
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|
2020
Q4 | $512K | Buy |
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|
2020
Q3 | $364K | Buy |
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|
2020
Q2 | $325K | Sell |
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|
2020
Q1 | $338K | Buy |
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|
2019
Q4 | $261K | Buy |
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|
2019
Q3 | $233K | Hold |
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|
2019
Q2 | $214K | Sell |
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|
2019
Q1 | $271K | Sell |
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|
2018
Q4 | $289K | Sell |
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|
2018
Q3 | $313K | Buy |
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|
2018
Q2 | $209K | Sell |
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|
2018
Q1 | $292K | Sell |
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|
2017
Q4 | $387K | Sell |
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|
2017
Q3 | $402K | Buy |
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|
2017
Q2 | $387K | Buy |
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|
2017
Q1 | $370K | Sell |
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|
2016
Q4 | $353K | Buy |
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|
2016
Q3 | $251K | Sell |
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|
2016
Q2 | $286K | Buy |
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|
2016
Q1 | $268K | Sell |
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|
2015
Q4 | $256K | Sell |
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|
2015
Q3 | $274K | Buy |
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|
2015
Q2 | $253K | Buy |
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|
2015
Q1 | $270K | Buy |
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|
2014
Q4 | $282K | Buy |
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|
2014
Q3 | $228K | Sell |
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|
2014
Q2 | $230K | Sell |
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|
2014
Q1 | $325K | Sell |
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|
2013
Q4 | $314K | Buy |
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|
2013
Q3 | $295K | Buy |
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