New Potomac Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $74.9K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $242K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $58K | Sell |
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|
2020
Q2 | $84K | Hold |
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|
2020
Q1 | $85K | Hold |
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|
2019
Q4 | $96K | Hold |
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|
2019
Q3 | $101K | Hold |
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|
2019
Q2 | $93K | Hold |
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|
2019
Q1 | $95K | Hold |
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|
2018
Q4 | $91K | Hold |
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|
2018
Q3 | $84K | Hold |
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|
2018
Q2 | $83K | Hold |
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|
2018
Q1 | $81K | Hold |
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|
2017
Q4 | $88K | Buy |
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