J.W. Cole Advisors’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 | $10.4M | Sell |
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|
2025
Q1 | $11.5M | Buy |
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|
2024
Q4 | $3.97M | Buy |
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|
2024
Q3 | $3.59M | Buy |
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|
2024
Q2 | $2.57M | Sell |
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|
2024
Q1 | $2.48M | Sell |
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|
2023
Q4 | $2.67M | Buy |
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|
2023
Q3 | $2.42M | Buy |
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|
2023
Q2 | $2.37M | Buy |
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|
2023
Q1 | $2.54M | Buy |
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|
2022
Q4 | $2.24M | Sell |
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|
2022
Q3 | $2.06M | Buy |
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|
2022
Q2 | $2.17M | Buy |
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|
2022
Q1 | $2.22M | Sell |
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|
2021
Q4 | $2.35M | Buy |
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|
2021
Q3 | $2.03M | Buy |
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|
2021
Q2 | $1.67M | Buy |
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|
2021
Q1 | $1.47M | Sell |
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|
2020
Q4 | $1.48M | Sell |
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|
2020
Q3 | $5.65M | Buy |
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|
2020
Q2 | $1.38M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.05M | Buy |
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