Operose 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.88K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $28.6K | Hold |
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|
2024
Q2 | $24.9K | Hold |
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|
2024
Q1 | $24K | Hold |
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|
2023
Q4 | $24.1K | Sell |
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|
2023
Q3 | $76.6K | Buy |
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|
2023
Q2 | $21.4K | Hold |
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|
2023
Q1 | $23.1K | Hold |
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|
2022
Q4 | $24.6K | Hold |
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|
2022
Q3 | $22K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $60K | Buy |
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