Mark Sheptoff Financial Planning’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
Q2 | $320K | Buy |
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|
2025
Q1 | $327K | Hold |
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|
2024
Q4 | $289K | Sell |
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|
2024
Q3 | $315K | Sell |
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|
2024
Q2 | $279K | Hold |
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|
2024
Q1 | $269K | Hold |
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|
2023
Q4 | $270K | Sell |
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|
2023
Q3 | $422K | Hold |
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|
2023
Q2 | $429K | Sell |
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|
2023
Q1 | $484K | Hold |
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|
2022
Q4 | $517K | Hold |
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|
2022
Q3 | $467K | Hold |
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|
2022
Q2 | $538K | Hold |
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|
2022
Q1 | $560K | Buy |
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|
2021
Q4 | $495K | Buy |
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|
2021
Q3 | $426K | Hold |
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|
2021
Q2 | $431K | Sell |
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|
2021
Q1 | $425K | Hold |
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|
2020
Q4 | $403K | Sell |
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|
2020
Q3 | $396K | Buy |
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|
2020
Q2 | $357K | Sell |
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|
2020
Q1 | $378K | Buy |
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|
2019
Q4 | $408K | Hold |
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|
2019
Q3 | $429K | Buy |
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|
2019
Q2 | $383K | Hold |
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|
2019
Q1 | $391K | Buy |
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|
2018
Q4 | $366K | Buy |
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|
2018
Q3 | $329K | Hold |
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|
2018
Q2 | $325K | Hold |
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|
2018
Q1 | $318K | Hold |
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|
2017
Q4 | $346K | Hold |
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|
2017
Q3 | $345K | Hold |
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|
2017
Q2 | $344K | Sell |
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|
2017
Q1 | $337K | Buy |
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|
2016
Q4 | $152K | Hold |
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|
2016
Q3 | $157K | Buy |
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|
2016
Q2 | $151K | Hold |
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|
2016
Q1 | $142K | Sell |
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|
2015
Q4 | $149K | Hold |
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|
2015
Q3 | $151K | Hold |
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|
2015
Q2 | $148K | Buy |
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|
2015
Q1 | $145K | Hold |
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|
2014
Q4 | $158K | Hold |
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|
2014
Q3 | $142K | Hold |
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|
2014
Q2 | $140K | Hold |
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|
2014
Q1 | $135K | Buy |
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