Legacy Financial 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
Q2 | $730K | Buy |
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|
2025
Q1 | $741K | Buy |
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|
2024
Q4 | $634K | Sell |
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|
2024
Q3 | $682K | Buy |
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|
2024
Q2 | $582K | Buy |
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|
2024
Q1 | $538K | Buy |
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|
2023
Q4 | $520K | Buy |
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|
2023
Q3 | $452K | Buy |
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|
2023
Q2 | $392K | Sell |
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|
2023
Q1 | $576K | Buy |
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|
2022
Q4 | $597K | Buy |
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|
2022
Q3 | $416K | Buy |
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|
2022
Q2 | $447K | Buy |
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|
2022
Q1 | $445K | Buy |
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|
2021
Q4 | $411K | Buy |
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|
2021
Q3 | $379K | Buy |
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|
2021
Q2 | $257K | Buy |
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|
2021
Q1 | $239K | Buy |
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|
2020
Q4 | $207K | Sell |
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|
2020
Q3 | $407K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $784K | Sell |
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|
2019
Q3 | $827K | Sell |
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|
2019
Q2 | $762K | Sell |
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|
2019
Q1 | $777K | Sell |
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|
2018
Q4 | $779K | Buy |
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|
2018
Q3 | $705K | Buy |
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|
2018
Q2 | $524K | Buy |
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|
2018
Q1 | $488K | Buy |
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|
2017
Q4 | $511K | Buy |
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