Golden State Wealth Management’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
Q4 | $744K | Buy |
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|
2025
Q3 | $564K | Sell |
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|
2025
Q2 | $542K | Buy |
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|
2025
Q1 | $496K | Buy |
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|
2024
Q4 | $436K | Buy |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $63K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $97K | Buy |
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|
2019
Q2 | $49K | Sell |
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|
2019
Q1 | $68K | Buy |
|