Latitude Advisors’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 | $393K | Hold |
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|
2025
Q1 | $406K | Sell |
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|
2024
Q4 | $417K | Sell |
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|
2024
Q3 | $478K | Sell |
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|
2024
Q2 | $417K | Buy |
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|
2024
Q1 | $386K | Sell |
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|
2023
Q4 | $388K | Sell |
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|
2023
Q3 | $371K | Buy |
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|
2023
Q2 | $373K | Buy |
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|
2023
Q1 | $233K | Sell |
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|
2022
Q4 | $302K | Buy |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q2 | $248K | Sell |
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|
2022
Q1 | $758K | Buy |
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|
2021
Q4 | $283K | Buy |
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|
2021
Q3 | $262K | Buy |
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