Joule Financial’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 | $281K | Sell |
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|
2025
Q2 | $283K | Buy |
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|
2025
Q1 | $292K | Buy |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $270K | Buy |
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|
2024
Q2 | $235K | Sell |
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|
2024
Q1 | $231K | Buy |
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|
2023
Q4 | $232K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $446K | Sell |
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|
2022
Q3 | $418K | Buy |
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|
2022
Q2 | $445K | Buy |
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