Lineweaver Wealth 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
Q3 | $2.33M | Buy |
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|
2025
Q2 | $1.9M | Buy |
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|
2025
Q1 | $1.82M | Buy |
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|
2024
Q4 | $1.47M | Buy |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $981K | Buy |
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|
2023
Q3 | $809K | Buy |
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|
2023
Q2 | $784K | Buy |
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|
2023
Q1 | $803K | Buy |
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|
2022
Q4 | $821K | Buy |
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|
2022
Q3 | $736K | Buy |
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|
2022
Q2 | $252K | Buy |
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|
2022
Q1 | $251K | Buy |
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