High Net Worth Advisory 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
Q2 | $885K | Sell |
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|
2025
Q1 | $996K | Hold |
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|
2024
Q4 | $880K | Hold |
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|
2024
Q3 | $942K | Buy |
|
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|
2024
Q2 | $809K | Hold |
|
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|
2024
Q1 | $780K | Buy |
|
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|
2023
Q4 | $735K | Hold |
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|
2023
Q3 | $668K | Hold |
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|
2023
Q2 | $679K | Sell |
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|
2023
Q1 | $786K | Sell |
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|
2022
Q4 | $840K | Sell |
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|
2022
Q3 | $763K | Hold |
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|
2022
Q2 | $879K | Hold |
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|
2022
Q1 | $916K | Buy |
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|
2021
Q4 | $840K | Buy |
|