Market Street Wealth Management 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 | $386K | Buy |
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|
2025
Q2 | $363K | Buy |
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|
2025
Q1 | $368K | Buy |
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|
2024
Q4 | $313K | Sell |
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|
2024
Q3 | $343K | Buy |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $295K | Buy |
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|
2023
Q4 | $288K | Sell |
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|
2023
Q3 | $294K | Sell |
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|
2023
Q2 | $300K | Hold |
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|
2023
Q1 | $322K | Hold |
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|
2022
Q4 | $344K | Sell |
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|
2022
Q3 | $322K | Buy |
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|
2022
Q2 | $366K | Buy |
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|
2022
Q1 | $378K | Hold |
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|
2021
Q4 | $355K | Sell |
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|
2021
Q3 | $567K | Buy |
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|
2021
Q2 | $345K | Hold |
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|
2021
Q1 | $337K | Hold |
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|
2020
Q4 | $320K | Sell |
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|
2020
Q3 | $320K | Hold |
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|
2020
Q2 | $289K | Hold |
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|
2020
Q1 | $293K | Buy |
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|
2019
Q4 | $327K | Sell |
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|
2019
Q3 | $356K | Hold |
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|
2019
Q2 | $326K | Hold |
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|
2019
Q1 | $334K | Hold |
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|
2018
Q4 | $321K | Buy |
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