Liberty Wealth 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 | $228K | Buy |
|
|||||
|
2025
Q2 | $217K | Sell |
|
|||||
|
2025
Q1 | $236K | Sell |
|
|||||
|
2024
Q4 | $217K | Buy |
|
|||||
|
2024
Q3 | $217K | Sell |
|
|||||
|
2024
Q2 | $231K | Buy |
|
|||||
|
2024
Q1 | $216K | Buy |
|
|||||
|
2023
Q4 | $210K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $201K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $205K | Sell |
|
|||||
|
2022
Q1 | $222K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $272K | Buy |
|
|||||
|
2021
Q2 | $190K | Buy |
|
|||||
|
2021
Q1 | $176K | Hold |
|
|||||
|
2020
Q4 | $176K | Buy |
|
|||||
|
2020
Q3 | $145K | Sell |
|
|||||
|
2020
Q2 | $140K | Buy |
|
|||||
|
2020
Q1 | $138K | Buy |
|
|||||
|
2019
Q4 | $133K | Buy |
|
|||||
|
2019
Q3 | $138K | Sell |
|
|||||
|
2019
Q2 | $167K | Buy |
|
|||||
|
2019
Q1 | $127K | Sell |
|
|||||
|
2018
Q4 | $135K | Buy |
|