Global Wealth Management Investment Advisory’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 | $4.55M | Sell |
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|
2025
Q1 | $5.2M | Buy |
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|
2024
Q4 | $4.52M | Buy |
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|
2024
Q3 | $4.71M | Sell |
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|
2024
Q2 | $4.75M | Buy |
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|
2024
Q1 | $4.42M | Buy |
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|
2023
Q4 | $4.24M | Sell |
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|
2023
Q3 | $3.87M | Buy |
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|
2023
Q2 | $3.66M | Buy |
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|
2023
Q1 | $3.84M | Buy |
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|
2022
Q4 | $3.83M | Buy |
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|
2022
Q3 | $2.58M | Buy |
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|
2022
Q2 | $2.92M | Buy |
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|
2022
Q1 | $2.89M | Buy |
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|
2021
Q4 | $2.54M | Buy |
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|
2021
Q3 | $2.27M | Buy |
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|
2021
Q2 | $2.22M | Buy |
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|
2021
Q1 | $2.11M | Sell |
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|
2020
Q4 | $2.22M | Buy |
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|
2020
Q3 | $2.14M | Buy |
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|
2020
Q2 | $1.83M | Buy |
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|
2020
Q1 | $1.84M | Sell |
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|
2019
Q4 | $2.17M | Buy |
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|
2019
Q3 | $2.1M | Buy |
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|
2019
Q2 | $1.87M | Buy |
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|
2019
Q1 | $1.8M | Sell |
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|
2018
Q4 | $1.83M | Buy |
|