Newbridge Financial Services Group’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 | $1.28M | Sell |
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|
2025
Q1 | $1.54M | Sell |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $200K | Sell |
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|
2024
Q1 | $400K | Sell |
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|
2023
Q4 | $700K | Sell |
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|
2023
Q3 | $705K | Sell |
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|
2023
Q2 | $760K | Sell |
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|
2023
Q1 | $895K | Sell |
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|
2022
Q4 | $986K | Buy |
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|
2022
Q3 | $820K | Buy |
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|
2022
Q2 | $921K | Buy |
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|
2022
Q1 | $880K | Buy |
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|
2021
Q4 | $682K | Buy |
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|
2021
Q3 | $578K | Buy |
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|
2021
Q2 | $418K | Buy |
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|
2021
Q1 | $269K | Buy |
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|
2020
Q4 | $160K | Buy |
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|
2020
Q3 | $128K | Buy |
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