O'Rourke & Company’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 | $563K | Buy |
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|
2025
Q2 | $536K | Buy |
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|
2025
Q1 | $552K | Buy |
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|
2024
Q4 | $486K | Sell |
|
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|
2024
Q3 | $530K | Buy |
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|
2024
Q2 | $460K | Buy |
|
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|
2024
Q1 | $433K | Buy |
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|
2023
Q4 | $424K | Buy |
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|
2023
Q3 | $385K | Buy |
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|
2023
Q2 | $349K | Sell |
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|
2023
Q1 | $400K | Sell |
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|
2022
Q4 | $440K | Buy |
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|
2022
Q3 | $387K | Buy |
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|
2022
Q2 | $425K | Sell |
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|
2022
Q1 | $479K | Buy |
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|
2021
Q4 | $446K | Buy |
|