Octavia 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
Q2 | $449K | Sell |
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|
2025
Q1 | $593K | Sell |
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|
2024
Q4 | $528K | Buy |
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|
2024
Q3 | $563K | Sell |
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|
2024
Q2 | $513K | Buy |
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|
2024
Q1 | $397K | Sell |
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|
2023
Q4 | $506K | Sell |
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|
2023
Q3 | $582K | Buy |
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|
2023
Q2 | $490K | Buy |
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|
2023
Q1 | $363K | Buy |
|
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|
2022
Q4 | $341K | Buy |
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|
2022
Q3 | $290K | Sell |
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|
2022
Q2 | $337K | Buy |
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|
2022
Q1 | $344K | Sell |
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|
2021
Q4 | $420K | Buy |
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|
2021
Q3 | $230K | Sell |
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|
2021
Q2 | $319K | Buy |
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|
2021
Q1 | $304K | Sell |
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|
2020
Q4 | $304K | Buy |
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