Legacy Wealth Asset Management’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 | $818K | Sell |
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|
2025
Q2 | $782K | Sell |
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|
2025
Q1 | $815K | Sell |
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|
2024
Q4 | $734K | Sell |
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|
2024
Q3 | $810K | Sell |
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|
2024
Q2 | $704K | Sell |
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|
2024
Q1 | $763K | Buy |
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|
2023
Q4 | $757K | Buy |
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|
2023
Q3 | $687K | Buy |
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|
2023
Q2 | $694K | Buy |
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|
2023
Q1 | $746K | Buy |
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|
2022
Q4 | $796K | Buy |
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|
2022
Q3 | $705K | Sell |
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|
2022
Q2 | $977K | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $928K | Buy |
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|
2021
Q3 | $787K | Buy |
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|
2021
Q2 | $788K | Buy |
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|
2021
Q1 | $752K | Buy |
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|
2020
Q4 | $694K | Buy |
|