Optas LLC’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 | $747K | Buy |
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|
2025
Q2 | $682K | Buy |
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|
2025
Q1 | $345K | Buy |
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|
2024
Q4 | $281K | Buy |
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|
2024
Q3 | $258K | Sell |
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|
2024
Q2 | $227K | Sell |
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|
2024
Q1 | $427K | Sell |
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|
2023
Q4 | $554K | Sell |
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|
2023
Q3 | $616K | Buy |
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|
2023
Q2 | $563K | Buy |
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|
2023
Q1 | $605K | Buy |
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|
2022
Q4 | $540K | Buy |
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|
2022
Q3 | $487K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $644K | Buy |
|