IronBridge Private Wealth’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 | – | Sell |
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|
2025
Q1 | $476K | Hold |
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|
2024
Q4 | $421K | Hold |
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|
2024
Q3 | $450K | Buy |
|
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|
2024
Q2 | $366K | Hold |
|
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|
2024
Q1 | $353K | Hold |
|
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|
2023
Q4 | $354K | Buy |
|
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|
2023
Q3 | $319K | Hold |
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|
2023
Q2 | $324K | Hold |
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|
2023
Q1 | $349K | Hold |
|
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|
2022
Q4 | $372K | Hold |
|
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|
2022
Q3 | $336K | Hold |
|
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|
2022
Q2 | $387K | Hold |
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|
2022
Q1 | $404K | Hold |
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|
2021
Q4 | $379K | Hold |
|
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|
2021
Q3 | $353K | Hold |
|
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|
2021
Q2 | $357K | Hold |
|
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|
2021
Q1 | $349K | Hold |
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|
2020
Q4 | $331K | Buy |
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