OneAscent Wealth Management’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 | $242K | Sell |
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|
2025
Q1 | $341K | Sell |
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|
2024
Q4 | $320K | Sell |
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|
2024
Q3 | $435K | Buy |
|
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|
2024
Q2 | $323K | Sell |
|
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|
2024
Q1 | $523K | Buy |
|
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|
2023
Q4 | $462K | Buy |
|
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|
2023
Q3 | $312K | Sell |
|
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|
2023
Q2 | $330K | Sell |
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|
2023
Q1 | $434K | Sell |
|
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|
2022
Q4 | $511K | Buy |
|
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|
2022
Q3 | $424K | Buy |
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|
2022
Q2 | $464K | Sell |
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|
2022
Q1 | $510K | Sell |
|
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|
2021
Q4 | $481K | Buy |
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|
2021
Q3 | $242K | Buy |
|