Northstar Advisory 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 | $564K | Hold |
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|
2025
Q1 | $583K | Sell |
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|
2024
Q4 | $542K | Sell |
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|
2024
Q3 | $583K | Buy |
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|
2024
Q2 | $503K | Buy |
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|
2024
Q1 | $244K | Hold |
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|
2023
Q4 | $230K | Buy |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $212K | Hold |
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|
2023
Q1 | $228K | Sell |
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|
2022
Q4 | $293K | Hold |
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|
2022
Q3 | $265K | Hold |
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|
2022
Q2 | $305K | Hold |
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|
2022
Q1 | $318K | Hold |
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|
2021
Q4 | $299K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $281K | Hold |
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|
2021
Q1 | $275K | Hold |
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|
2020
Q4 | $260K | Buy |
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