Harbor Investment Advisory’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 | $237K | Buy |
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|
2025
Q2 | $225K | Buy |
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|
2025
Q1 | $233K | Buy |
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|
2024
Q4 | $187K | Buy |
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|
2024
Q3 | $200K | Sell |
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|
2024
Q2 | $174K | Sell |
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|
2024
Q1 | $178K | Sell |
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|
2023
Q4 | $386K | Sell |
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|
2023
Q3 | $358K | Sell |
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|
2023
Q2 | $367K | Buy |
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|
2023
Q1 | $391K | Sell |
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|
2022
Q4 | $419K | Hold |
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|
2022
Q3 | $378K | Buy |
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|
2022
Q2 | $435K | Hold |
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|
2022
Q1 | $453K | Sell |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q3 | $408K | Hold |
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|
2021
Q2 | $413K | Sell |
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|
2021
Q1 | $405K | Buy |
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|
2020
Q4 | $356K | Buy |
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|
2020
Q3 | $152K | Buy |
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|
2020
Q2 | $127K | Buy |
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|
2020
Q1 | $126K | Sell |
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|
2019
Q4 | $142K | Buy |
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