Lake Street Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $698K | Buy |
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|
2024
Q3 | $741K | Buy |
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|
2024
Q2 | $622K | Sell |
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|
2024
Q1 | $617K | Buy |
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|
2023
Q4 | $522K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $348K | Buy |
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|
2021
Q1 | $315K | Buy |
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|
2020
Q4 | $269K | Buy |
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|
2020
Q3 | $246K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $276K | Buy |
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|
2019
Q4 | $248K | Buy |
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|
2019
Q3 | $207K | Hold |
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|
2019
Q2 | $217K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $281K | Buy |
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|
2017
Q4 | $296K | Buy |
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