Foster Victor 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 | $1.23M | Buy |
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|
2025
Q2 | $986K | Buy |
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|
2025
Q1 | $1M | Sell |
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|
2024
Q4 | $967K | Buy |
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|
2024
Q3 | $973K | Sell |
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|
2024
Q2 | $975K | Buy |
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|
2024
Q1 | $807K | Buy |
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|
2023
Q4 | $799K | Buy |
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|
2023
Q3 | $664K | Buy |
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|
2023
Q2 | $695K | Sell |
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|
2023
Q1 | $795K | Sell |
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|
2022
Q4 | $880K | Buy |
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|
2022
Q3 | $519K | Buy |
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|
2022
Q2 | $387K | Buy |
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|
2022
Q1 | $369K | Sell |
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|
2021
Q4 | $387K | Buy |
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|
2021
Q3 | $276K | Buy |
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|
2021
Q2 | $268K | Buy |
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|
2021
Q1 | $259K | Sell |
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|
2020
Q4 | $282K | Buy |
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|
2020
Q3 | $231K | Sell |
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|
2020
Q2 | $211K | Buy |
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|
2020
Q1 | $225K | Sell |
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|
2019
Q4 | $330K | Sell |
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|
2019
Q3 | $370K | Sell |
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|
2019
Q2 | $454K | Sell |
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|
2019
Q1 | $832K | Sell |
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|
2018
Q4 | $916K | Buy |
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