Investment 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 | $604K | Sell |
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|
2025
Q2 | $660K | Hold |
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|
2025
Q1 | $682K | Sell |
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|
2024
Q4 | $607K | Hold |
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|
2024
Q3 | $650K | Hold |
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|
2024
Q2 | $565K | Sell |
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|
2024
Q1 | $583K | Sell |
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|
2023
Q4 | $590K | Sell |
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|
2023
Q3 | $586K | Sell |
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|
2023
Q2 | $635K | Buy |
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|
2023
Q1 | $652K | Hold |
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|
2022
Q4 | $696K | Sell |
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|
2022
Q3 | $642K | Sell |
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|
2022
Q2 | $836K | Buy |
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|
2022
Q1 | $866K | Sell |
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|
2021
Q4 | $819K | Buy |
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|
2021
Q3 | $753K | Buy |
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|
2021
Q2 | $755K | Buy |
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|
2020
Q4 | $743K | Buy |
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|
2020
Q3 | $711K | Buy |
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|
2020
Q2 | $625K | Buy |
|