OneDigital Investment 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 | $5.79M | Sell |
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|
2025
Q1 | $6M | Buy |
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|
2024
Q4 | $5.29M | Sell |
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|
2024
Q3 | $5.88M | Sell |
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|
2024
Q2 | $5.44M | Buy |
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|
2024
Q1 | $4.69M | Sell |
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|
2023
Q4 | $4.84M | Buy |
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|
2023
Q3 | $2.8M | Buy |
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|
2023
Q2 | $2.63M | Buy |
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|
2023
Q1 | $2.79M | Buy |
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|
2022
Q4 | $2.78M | Buy |
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|
2022
Q3 | $649K | Buy |
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|
2022
Q2 | $736K | Buy |
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|
2022
Q1 | $736K | Buy |
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|
2021
Q4 | $654K | Buy |
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|
2021
Q3 | $551K | Buy |
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|
2021
Q2 | $507K | Buy |
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|
2021
Q1 | $408K | Buy |
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|
2020
Q4 | $383K | Buy |
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|
2020
Q3 | $292K | Sell |
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|
2020
Q2 | $424K | Sell |
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|
2020
Q1 | $442K | Buy |
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|
2019
Q4 | $493K | Buy |
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|
2019
Q3 | $444K | Buy |
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|
2019
Q2 | $26K | Sell |
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|
2019
Q1 | $75K | Buy |
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|
2018
Q4 | $34K | Sell |
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|
2018
Q3 | $39K | Hold |
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|
2018
Q2 | $39K | Sell |
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|
2018
Q1 | $46K | Sell |
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|
2017
Q4 | $77K | Buy |
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|
2017
Q3 | $36K | Sell |
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|
2017
Q2 | $99K | Buy |
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