Goepper Burkhardt’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 | $738K | Buy |
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|
2025
Q1 | $443K | Sell |
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|
2024
Q4 | $394K | Sell |
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|
2024
Q3 | $601K | Sell |
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|
2024
Q2 | $578K | Hold |
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|
2024
Q1 | $592K | Buy |
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|
2023
Q4 | $427K | Hold |
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|
2023
Q3 | $411K | Hold |
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|
2023
Q2 | $418K | Sell |
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|
2023
Q1 | $450K | Sell |
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|
2022
Q4 | $480K | Sell |
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|
2022
Q3 | $560K | Hold |
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|
2022
Q2 | $645K | Hold |
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|
2022
Q1 | $672K | Sell |
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|
2021
Q4 | $653K | Buy |
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|
2021
Q3 | $587K | Sell |
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|
2021
Q2 | $594K | Buy |
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|
2021
Q1 | $581K | Hold |
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|
2020
Q4 | $551K | Buy |
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