GW Henssler & Associates’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 | $1.08M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $223K | Hold |
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|
2024
Q3 | $223K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $210K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $209K | Sell |
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|
2016
Q3 | $304K | Buy |
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|
2016
Q2 | $231K | Sell |
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|
2016
Q1 | $254K | Sell |
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|
2015
Q4 | $314K | Sell |
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|
2015
Q3 | $501K | Sell |
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|
2015
Q2 | $597K | Sell |
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|
2015
Q1 | $2.72M | Buy |
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|
2014
Q4 | $2.92M | Buy |
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|
2014
Q3 | $2.51M | Buy |
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|
2014
Q2 | $2.29M | Sell |
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|
2014
Q1 | $2.4M | Sell |
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|
2013
Q4 | $2.46M | Buy |
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|
2013
Q3 | $2.3M | Buy |
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|
2013
Q2 | $2.28M | Buy |
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