Kozak & Associates’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 | $311K | Buy |
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|
2025
Q1 | $118K | Buy |
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|
2024
Q4 | $105K | Buy |
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|
2024
Q3 | $109K | Buy |
|
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|
2024
Q2 | $90.1K | Buy |
|
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|
2024
Q1 | $91.9K | Buy |
|
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|
2023
Q4 | $86.7K | Buy |
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|
2023
Q3 | $76K | Buy |
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|
2023
Q2 | $77.7K | Buy |
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|
2023
Q1 | $81.7K | Sell |
|
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|
2022
Q4 | $92K | Buy |
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|
2022
Q3 | $80K | Buy |
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|
2022
Q2 | $95K | Buy |
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|
2022
Q1 | $92K | Hold |
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|
2021
Q4 | $92K | Buy |
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|
2021
Q3 | $80K | Buy |
|