Orion Portfolio Solutions’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
Q1 | $19.2M | Buy |
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|
2024
Q4 | $16.5M | Buy |
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|
2024
Q3 | $17.4M | Sell |
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|
2024
Q2 | $16M | Buy |
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|
2024
Q1 | $15.3M | Sell |
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|
2023
Q4 | $16M | Buy |
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|
2023
Q3 | $13.6M | Buy |
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|
2023
Q2 | $12.5M | Buy |
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|
2023
Q1 | $11.7M | Buy |
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|
2022
Q4 | $2.22M | Buy |
|
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|
2022
Q3 | $1.65M | Buy |
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|
2022
Q2 | $1.31M | Sell |
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|
2022
Q1 | $1.46M | Sell |
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|
2021
Q4 | $1.53M | Buy |
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|
2021
Q3 | $1.31M | Buy |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $999K | Sell |
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|
2020
Q4 | $952K | Sell |
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|
2020
Q3 | $1.02M | Buy |
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|
2020
Q2 | $868K | Buy |
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|
2020
Q1 | $810K | Buy |
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|
2019
Q4 | $616K | Buy |
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