Journey Advisory Group’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 | $1.11M | Sell |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.05M | Hold |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $976K | Sell |
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|
2023
Q3 | $901K | Sell |
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|
2023
Q2 | $923K | Sell |
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|
2023
Q1 | $999K | Sell |
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|
2022
Q4 | $1.46M | Buy |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $1.28M | Sell |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $949K | Sell |
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|
2021
Q2 | $2.22M | Sell |
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|
2021
Q1 | $2.19M | Sell |
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|
2020
Q4 | $2.11M | Buy |
|