Live Oak Private Wealth’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 | $2.99M | Sell |
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|
2025
Q2 | $2.96M | Sell |
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|
2025
Q1 | $3.11M | Buy |
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|
2024
Q4 | $2.7M | Sell |
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|
2024
Q3 | $2.94M | Buy |
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|
2024
Q2 | $2.4M | Buy |
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|
2024
Q1 | $2.28M | Sell |
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|
2023
Q4 | $2.35M | Buy |
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|
2023
Q3 | $2.12M | Sell |
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|
2023
Q2 | $2.51M | Buy |
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|
2023
Q1 | $2.66M | Sell |
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|
2022
Q4 | $2.84M | Buy |
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|
2022
Q3 | $2.55M | Sell |
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|
2022
Q2 | $2.96M | Buy |
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|
2022
Q1 | $3.07M | Buy |
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|
2021
Q4 | $2.88M | Buy |
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|
2021
Q3 | $2.33M | Buy |
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|
2021
Q2 | $2M | Buy |
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|
2021
Q1 | $272K | Sell |
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|
2020
Q4 | $512K | Buy |
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|
2020
Q3 | $214K | Sell |
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|
2020
Q2 | $214K | Buy |
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