LA
Legacy Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,030
| Closed | -$979K | – | 131 |
|
|
2025
Q1 | $979K | Buy |
8,030
+5,818
| +263% | +$710K | 0.1% | 166 |
|
|
2024
Q4 | $238K | Sell |
2,212
-4,909
| -69% | -$529K | 0.02% | 350 |
|
|
2024
Q3 | $821K | Buy |
7,121
+122
| +2% | +$14.1K | 0.09% | 182 |
|
|
2024
Q2 | $702K | Buy |
+6,999
| New | +$702K | 0.09% | 174 |
|
|
2019
Q3 | – | Sell |
-138
| Closed | -$12K | – | 174 |
|
|
2019
Q2 | $12K | Hold |
138
| – | – | 0.01% | 292 |
|
|
2019
Q1 | $12K | Buy |
+138
| New | +$12K | ﹤0.01% | 316 |
|
|
2018
Q4 | – | Sell |
-138
| Closed | -$11K | – | 192 |
|
|
2018
Q3 | $11K | Hold |
138
| – | – | 0.01% | 339 |
|
|
2018
Q2 | $11K | Sell |
138
-20
| -13% | -$1.59K | 0.01% | 300 |
|
|
2018
Q1 | $12K | Buy |
158
+20
| +14% | +$1.52K | 0.01% | 250 |
|
|
2017
Q4 | $11K | Sell |
138
-76
| -36% | -$6.06K | 0.01% | 246 |
|
|
2017
Q3 | $17K | Buy |
214
+76
| +55% | +$6.04K | 0.02% | 172 |
|
|
2017
Q2 | $11K | Hold |
138
| – | – | 0.01% | 163 |
|
|
2017
Q1 | $11K | Hold |
138
| – | – | 0.01% | 152 |
|
|
2016
Q4 | $10K | Buy |
+138
| New | +$10K | 0.01% | 175 |
|