Hummer Financial Advisory Services’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 | $554K | Hold |
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|
2025
Q2 | $528K | Hold |
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|
2025
Q1 | $546K | Hold |
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|
2024
Q4 | $482K | Hold |
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|
2024
Q3 | $516K | Hold |
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|
2024
Q2 | $448K | Sell |
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|
2024
Q1 | $446K | Buy |
|
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|
2023
Q4 | $434K | Hold |
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|
2023
Q3 | $395K | Hold |
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|
2023
Q2 | $401K | Hold |
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|
2023
Q1 | $432K | Sell |
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|
2022
Q4 | $474K | Hold |
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|
2022
Q3 | $428K | Sell |
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|
2022
Q2 | $506K | Hold |
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|
2022
Q1 | $527K | Buy |
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|
2021
Q4 | $469K | Sell |
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|
2021
Q3 | $507K | Hold |
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|
2021
Q2 | $513K | Hold |
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|
2021
Q1 | $502K | Buy |
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|
2020
Q4 | $464K | Sell |
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|
2020
Q3 | $469K | Sell |
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|
2020
Q2 | $431K | Buy |
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|
2020
Q1 | $426K | Buy |
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|
2019
Q4 | $448K | Buy |
|