Lantz Financial’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 | $713K | Buy |
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|
2025
Q1 | $730K | Sell |
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|
2024
Q4 | $648K | Buy |
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|
2024
Q3 | $681K | Sell |
|
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|
2024
Q2 | $723K | Sell |
|
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|
2024
Q1 | $708K | Buy |
|
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|
2023
Q4 | $701K | Buy |
|
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|
2023
Q3 | $532K | Buy |
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|
2023
Q2 | $538K | Buy |
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|
2023
Q1 | $540K | Buy |
|
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|
2022
Q4 | $563K | Buy |
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|
2022
Q3 | $453K | Buy |
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|
2022
Q2 | $517K | Buy |
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|
2022
Q1 | $523K | Buy |
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|
2021
Q4 | $464K | Buy |
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|
2021
Q3 | $408K | Buy |
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|
2021
Q2 | $402K | Buy |
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|
2021
Q1 | $364K | Buy |
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|
2020
Q4 | $312K | Buy |
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|
2020
Q3 | $289K | Sell |
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|
2020
Q2 | $262K | Buy |
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|
2020
Q1 | $264K | Sell |
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|
2019
Q4 | $299K | Sell |
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|
2019
Q3 | $312K | Buy |
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|
2019
Q2 | $286K | Buy |
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|
2019
Q1 | $288K | Buy |
|