Lake Street Private Wealth’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 | $439K | Hold |
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|
2025
Q1 | $453K | Buy |
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|
2024
Q4 | $371K | Sell |
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|
2024
Q3 | $504K | Sell |
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|
2024
Q2 | $641K | Sell |
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|
2024
Q1 | $633K | Sell |
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|
2023
Q4 | $667K | Sell |
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|
2023
Q3 | $701K | Buy |
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|
2023
Q2 | $708K | Sell |
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|
2023
Q1 | $778K | Buy |
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|
2022
Q4 | $581K | Buy |
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|
2022
Q3 | $463K | Sell |
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|
2022
Q2 | $545K | Sell |
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|
2022
Q1 | $611K | Sell |
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|
2021
Q4 | $600K | Buy |
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|
2021
Q3 | $547K | Sell |
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|
2021
Q2 | $581K | Sell |
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|
2021
Q1 | $574K | Sell |
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|
2020
Q4 | $576K | Buy |
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|
2020
Q3 | $548K | Buy |
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|
2020
Q2 | $478K | Buy |
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|
2020
Q1 | $440K | Buy |
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|
2019
Q4 | $412K | Buy |
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|
2019
Q3 | $426K | Sell |
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|
2019
Q2 | $439K | Buy |
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|
2019
Q1 | $383K | Buy |
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