Moisand Fitzgerald Tamayo’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 | $94.4K | Hold |
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|
2025
Q2 | $90K | Hold |
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|
2025
Q1 | $93.1K | Hold |
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|
2024
Q4 | $82.2K | Hold |
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|
2024
Q3 | $88K | Hold |
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|
2024
Q2 | $76.5K | Hold |
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|
2024
Q1 | $73.8K | Hold |
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|
2023
Q4 | $74K | Sell |
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|
2023
Q3 | $74.8K | Hold |
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|
2023
Q2 | $76.1K | Hold |
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|
2023
Q1 | $81.8K | Hold |
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|
2022
Q4 | $87.3K | Buy |
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|
2022
Q3 | $76K | Buy |
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|
2022
Q2 | $82K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $16K | Hold |
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|
2018
Q4 | $15K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $10K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $33K | Hold |
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|
2015
Q4 | $29K | Buy |
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