L.M. Kohn & Company’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 | $399K | Sell |
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|
2025
Q2 | $791K | Sell |
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|
2025
Q1 | $853K | Sell |
|
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|
2024
Q4 | $774K | Buy |
|
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|
2024
Q3 | $792K | Buy |
|
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|
2024
Q2 | $620K | Buy |
|
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|
2024
Q1 | $587K | Buy |
|
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|
2023
Q4 | $525K | Buy |
|
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|
2023
Q3 | $478K | Buy |
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|
2023
Q2 | $456K | Buy |
|
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|
2023
Q1 | $423K | Sell |
|
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|
2022
Q4 | $456K | Buy |
|
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|
2022
Q3 | $396K | Buy |
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|
2022
Q2 | $456K | Buy |
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|
2022
Q1 | $471K | Buy |
|