Oak Hill Wealth Advisors’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 | $884K | Sell |
|
|||||
|
2025
Q2 | $884K | Buy |
|
|||||
|
2025
Q1 | $694K | Buy |
|
|||||
|
2024
Q4 | $514K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $285K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $337K | Buy |
|
|||||
|
2023
Q3 | $288K | Buy |
|
|||||
|
2023
Q2 | $287K | Sell |
|
|||||
|
2023
Q1 | $347K | Sell |
|
|||||
|
2022
Q4 | $417K | Buy |
|