IPW
IronBridge Private Wealth’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $476K | Hold |
3,903
| – | – | 0.19% | 34 |
|
|
2024
Q4 | $421K | Hold |
3,903
| – | – | 0.15% | 38 |
|
|
2024
Q3 | $450K | Buy |
3,903
+253
| +7% | +$29.2K | 0.17% | 35 |
|
|
2024
Q2 | $366K | Hold |
3,650
| – | – | 0.14% | 37 |
|
|
2024
Q1 | $353K | Hold |
3,650
| – | – | 0.15% | 38 |
|
|
2023
Q4 | $354K | Buy |
3,650
+36
| +1% | +$3.49K | 0.17% | 38 |
|
|
2023
Q3 | $319K | Hold |
3,614
| – | – | 0.17% | 32 |
|
|
2023
Q2 | $324K | Hold |
3,614
| – | – | 0.18% | 31 |
|
|
2023
Q1 | $349K | Hold |
3,614
| – | – | 0.22% | 26 |
|
|
2022
Q4 | $372K | Hold |
3,614
| – | – | 0.31% | 21 |
|
|
2022
Q3 | $336K | Hold |
3,614
| – | – | 0.29% | 15 |
|
|
2022
Q2 | $387K | Hold |
3,614
| – | – | 0.29% | 23 |
|
|
2022
Q1 | $404K | Hold |
3,614
| – | – | 0.25% | 29 |
|
|
2021
Q4 | $379K | Hold |
3,614
| – | – | 0.2% | 30 |
|
|
2021
Q3 | $353K | Hold |
3,614
| – | – | 0.19% | 29 |
|
|
2021
Q2 | $357K | Hold |
3,614
| – | – | 0.21% | 28 |
|
|
2021
Q1 | $349K | Hold |
3,614
| – | – | 0.22% | 30 |
|
|
2020
Q4 | $331K | Buy |
+3,614
| New | +$331K | 0.24% | 29 |
|