Investment Research & 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
Q3 | $81.1K | Buy |
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|
2025
Q2 | $74.7K | Buy |
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|
2025
Q1 | $76.5K | Buy |
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|
2024
Q4 | $67.4K | Buy |
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|
2024
Q3 | $71.5K | Buy |
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|
2024
Q2 | $61.6K | Buy |
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|
2024
Q1 | $58.8K | Buy |
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|
2023
Q4 | $58.4K | Buy |
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|
2023
Q3 | $52.8K | Buy |
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|
2023
Q2 | $52.9K | Buy |
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|
2023
Q1 | $56.2K | Sell |
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|
2022
Q4 | $85.1K | Buy |
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|
2022
Q3 | $76K | Sell |
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|
2022
Q2 | $111K | Sell |
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|
2022
Q1 | $124K | Hold |
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|
2021
Q4 | $116K | Buy |
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|
2021
Q3 | $54K | Hold |
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|
2021
Q2 | $54K | Hold |
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|
2021
Q1 | $53K | Hold |
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|
2020
Q4 | $50K | Sell |
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|
2020
Q3 | $59K | Hold |
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|
2020
Q2 | $53K | Hold |
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|
2020
Q1 | $54K | Sell |
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|
2019
Q4 | $83K | Buy |
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