Greystone Financial 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
Q3 | $11.6M | Buy |
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|
2025
Q2 | $9.82M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $6.35M | Sell |
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|
2023
Q3 | $6.34M | Sell |
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|
2023
Q2 | $6.75M | Buy |
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|
2023
Q1 | $7.1M | Buy |
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|
2022
Q4 | $7.32M | Buy |
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|
2022
Q3 | $6.54M | Sell |
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|
2022
Q2 | $8.03M | Sell |
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|
2022
Q1 | $8.49M | Buy |
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|
2021
Q4 | $7.71M | Buy |
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|
2021
Q3 | $5.49M | Sell |
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|
2021
Q2 | $6.98M | Buy |
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|
2021
Q1 | $7.29M | Buy |
|