HB 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
Q3 | $10.5M | Buy |
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|
2025
Q2 | $8.79M | Buy |
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|
2025
Q1 | $8.88M | Buy |
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|
2024
Q4 | $7.4M | Buy |
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|
2024
Q3 | $7.6M | Buy |
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|
2024
Q2 | $6.47M | Buy |
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|
2024
Q1 | $6.18M | Buy |
|
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|
2023
Q4 | $6.11M | Sell |
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|
2023
Q3 | $5.88M | Buy |
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|
2023
Q2 | $5.4M | Buy |
|
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|
2023
Q1 | $5.45M | Buy |
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|
2022
Q4 | $5.55M | Buy |
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|
2022
Q3 | $4.8M | Buy |
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|
2022
Q2 | $5.2M | Buy |
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|
2022
Q1 | $4.86M | Buy |
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|
2021
Q4 | $4.2M | Buy |
|