Heron 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $931K | Sell |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $917K | Buy |
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|
2021
Q2 | $904K | Buy |
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|
2021
Q1 | $798K | Buy |
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|
2020
Q4 | $724K | Buy |
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|
2020
Q3 | $720K | Buy |
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|
2020
Q2 | $534K | Sell |
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|
2020
Q1 | $610K | Buy |
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|
2019
Q4 | $641K | Buy |
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