Golden State Equity Partners’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
$778K Buy
2025
Q2
$715K Sell
2025
Q1
$1.17M Buy
2024
Q4
$998K Buy
2024
Q3
$83K Sell
2024
Q2
$369K Buy
2023
Q4
$480K Sell
2023
Q3
$518K Buy
2023
Q2
$513K Buy