JNBA Financial 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
Q3 | $27.6K | Hold |
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|
2025
Q2 | $26.3K | Hold |
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|
2025
Q1 | $27.2K | Sell |
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|
2024
Q4 | $29.7K | Hold |
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|
2024
Q3 | $31.8K | Hold |
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|
2024
Q2 | $27.7K | Hold |
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|
2024
Q1 | $26.7K | Hold |
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|
2023
Q4 | $26.8K | Sell |
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|
2023
Q3 | $27.5K | Sell |
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|
2023
Q2 | $45.1K | Buy |
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|
2023
Q1 | $24K | Buy |
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|
2022
Q4 | $20.6K | Hold |
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|
2022
Q3 | $19K | Sell |
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|
2022
Q2 | $26K | Buy |
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|
2022
Q1 | $22K | Buy |
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|
2021
Q4 | $18K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $22K | Hold |
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|
2019
Q3 | $23K | Sell |
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|
2019
Q2 | $30K | Buy |
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|
2019
Q1 | $21K | Sell |
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|
2018
Q4 | $28K | Sell |
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|
2018
Q3 | $3.83M | Buy |
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|
2018
Q2 | $27K | Buy |
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|
2018
Q1 | $18K | Hold |
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|
2017
Q4 | $20K | Hold |
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|
2017
Q3 | $20K | Hold |
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|
2017
Q2 | $20K | Hold |
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|
2017
Q1 | $19K | Sell |
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|
2016
Q4 | $20K | Sell |
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|
2016
Q3 | $452K | Buy |
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|
2016
Q2 | $7K | Hold |
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|
2016
Q1 | $7K | Hold |
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|
2015
Q4 | $6K | Buy |
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