Founders Financial Alliance’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 | $6.58M | Buy |
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|
2025
Q1 | $6.77M | Buy |
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|
2024
Q4 | $5.84M | Sell |
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|
2024
Q3 | $6.53M | Buy |
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|
2024
Q2 | $5.62M | Buy |
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|
2024
Q1 | $5.24M | Buy |
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|
2023
Q4 | $5.04M | Sell |
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|
2023
Q3 | $4.84M | Buy |
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|
2023
Q2 | $4.66M | Buy |
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|
2023
Q1 | $4.56M | Sell |
|
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|
2022
Q4 | $5.32M | Buy |
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|
2022
Q3 | $4.67M | Buy |
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|
2022
Q2 | $2.83M | Sell |
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|
2022
Q1 | $5.49M | Buy |
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|
2021
Q4 | $5.02M | Buy |
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|
2021
Q3 | $4.61M | Sell |
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|
2021
Q2 | $4.69M | Sell |
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|
2021
Q1 | $4.77M | Buy |
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|
2020
Q4 | $4.28M | Sell |
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|
2020
Q3 | $4.22M | Buy |
|