Jeppson Wealth Management’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 | $1.94M | Sell |
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|
2025
Q2 | $1.88M | Sell |
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|
2025
Q1 | $1.97M | Sell |
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|
2024
Q4 | $1.79M | Sell |
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|
2024
Q3 | $1.96M | Buy |
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|
2024
Q2 | $1.69M | Sell |
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|
2024
Q1 | $1.63M | Buy |
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|
2023
Q4 | $1.64M | Buy |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.28M | Sell |
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $1.48M | Buy |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $1.07M | Sell |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $906K | Buy |
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|
2020
Q3 | $828K | Buy |
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