Great Valley Advisor 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 | $991K | Sell |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $962K | Sell |
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|
2024
Q3 | $1.45M | Sell |
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|
2024
Q2 | $1.27M | Buy |
|
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|
2024
Q1 | $978K | Sell |
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|
2023
Q4 | $994K | Buy |
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|
2023
Q3 | $735K | Buy |
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|
2023
Q2 | $726K | Sell |
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|
2023
Q1 | $787K | Buy |
|
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|
2022
Q4 | $780K | Sell |
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|
2022
Q3 | $770K | Sell |
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|
2022
Q2 | $912K | Buy |
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|
2022
Q1 | $816K | Buy |
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|
2021
Q4 | $678K | Buy |
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|
2021
Q3 | $500K | Buy |
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|
2021
Q2 | $486K | Buy |
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|
2021
Q1 | $467K | Sell |
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|
2020
Q4 | $501K | Sell |
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|
2020
Q3 | $499K | Sell |
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|
2020
Q2 | $453K | Sell |
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|
2020
Q1 | $501K | Buy |
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|
2019
Q4 | $548K | Buy |
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|
2019
Q3 | $551K | Buy |
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|
2019
Q2 | $332K | Buy |
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|
2019
Q1 | $236K | Buy |
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|
2018
Q4 | $226K | Buy |
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