Newman Dignan & Sheerar Inc’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 | $216K | Hold |
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|
2025
Q2 | $206K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $259K | Hold |
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|
2023
Q2 | $263K | Hold |
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|
2023
Q1 | $283K | Hold |
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|
2022
Q4 | $302K | Hold |
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|
2022
Q3 | $273 | Buy |
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|
2022
Q2 | $304K | Hold |
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|
2022
Q1 | $317 | Sell |
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|
2021
Q4 | $331K | Hold |
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|
2021
Q3 | $308K | Buy |
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