LVW 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 | $2.42M | Sell |
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|
2025
Q2 | $2.45M | Buy |
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|
2025
Q1 | $2.4M | Buy |
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|
2024
Q4 | $2.02M | Buy |
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|
2024
Q3 | $2.07M | Buy |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $1.5M | Buy |
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|
2023
Q4 | $877K | Buy |
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|
2023
Q3 | $375K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $334K | Buy |
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|
2018
Q4 | $228K | Sell |
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|
2018
Q3 | $653K | Sell |
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|
2018
Q2 | $646K | Sell |
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|
2018
Q1 | $649K | Sell |
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|
2017
Q4 | $707K | Buy |
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|
2017
Q3 | $536K | Buy |
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