Laurel Wealth Advisors (North Carolina)’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 | $150M | Buy |
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|
2025
Q1 | $18.7M | Buy |
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|
2024
Q4 | $16M | Buy |
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|
2024
Q3 | $9.19M | Sell |
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|
2024
Q2 | $8.24M | Sell |
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|
2024
Q1 | $8.31M | Buy |
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|
2023
Q4 | $8.32M | Sell |
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|
2023
Q3 | $7.64M | Sell |
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|
2023
Q2 | $8.09M | Buy |
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|
2023
Q1 | $8.57M | Buy |
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|
2022
Q4 | $8.74M | Buy |
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|
2022
Q3 | $7.49M | Buy |
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|
2022
Q2 | $8.41M | Buy |
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|
2022
Q1 | $8.55M | Buy |
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|
2021
Q4 | $7.8M | Buy |
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|
2021
Q3 | $6.98M | Sell |
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|
2021
Q2 | $7.14M | Buy |
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|
2021
Q1 | $6.89M | Buy |
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|
2020
Q4 | $6.44M | Buy |
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|
2020
Q3 | $6.1M | Buy |
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|
2020
Q2 | $5.09M | Buy |
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|
2020
Q1 | $5.07M | Buy |
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|
2019
Q4 | $5.44M | Buy |
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|
2019
Q3 | $5.61M | Buy |
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|
2019
Q2 | $5.01M | Buy |
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|
2019
Q1 | $4.79M | Buy |
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|
2018
Q4 | $4.51M | Buy |
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