Garrett Wealth 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 | $669K | Buy |
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|
2025
Q1 | $686K | Buy |
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|
2024
Q4 | $601K | Buy |
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|
2024
Q3 | $577K | Sell |
|
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|
2024
Q2 | $513K | Buy |
|
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|
2024
Q1 | $490K | Buy |
|
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|
2023
Q4 | $487K | Buy |
|
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|
2023
Q3 | $411K | Buy |
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|
2023
Q2 | $414K | Buy |
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|
2023
Q1 | $407K | Buy |
|
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|
2022
Q4 | $430K | Buy |
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|
2022
Q3 | $385K | Buy |
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|
2022
Q2 | $439K | Buy |
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|
2022
Q1 | $453K | Buy |
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|
2021
Q4 | $422K | Buy |
|
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|
2021
Q3 | $389K | Buy |
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|
2021
Q2 | $389K | Buy |
|
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|
2021
Q1 | $377K | Buy |
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|
2020
Q4 | $354K | Buy |
|
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|
2020
Q3 | $339K | Sell |
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|
2020
Q2 | $308K | Buy |
|
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|
2020
Q1 | $298K | Buy |
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|
2019
Q4 | $296K | Buy |
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|
2019
Q3 | $309K | Sell |
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|
2019
Q2 | $302K | Sell |
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|
2019
Q1 | $310K | Buy |
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|
2018
Q4 | $298K | Buy |
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