Oak Harvest Investment Services’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 | $13.2M | Buy |
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|
2025
Q2 | $12.2M | Buy |
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|
2025
Q1 | $7.39M | Buy |
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|
2024
Q4 | $6.5M | Sell |
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|
2024
Q3 | $13.2M | Buy |
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|
2024
Q2 | $9.17M | Buy |
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|
2024
Q1 | $8.59M | Buy |
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|
2023
Q4 | $6.87M | Buy |
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|
2023
Q3 | $6.07M | Buy |
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|
2023
Q2 | $5.58M | Buy |
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|
2023
Q1 | $4.92M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Buy |
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|
2022
Q1 | $207K | Sell |
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|
2021
Q4 | $256K | Sell |
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|
2021
Q3 | $257K | Buy |
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|
2021
Q2 | $244K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $255K | Buy |
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