Kellett Wealth 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 | $1.18M | Buy |
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|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $965K | Sell |
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|
2024
Q1 | $947K | Sell |
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|
2023
Q4 | $1M | Sell |
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|
2023
Q3 | $917K | Buy |
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|
2023
Q2 | $898K | Buy |
|
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|
2023
Q1 | $863K | Sell |
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|
2022
Q4 | $936K | Sell |
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|
2022
Q3 | $866K | Buy |
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|
2022
Q2 | $996K | Sell |
|
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $962K | Buy |
|