Parcion Private Wealth’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 | $1.84M | Buy |
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|
2025
Q2 | $1.74M | Buy |
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|
2025
Q1 | $1.8M | Hold |
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|
2024
Q4 | $1.59M | Hold |
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|
2024
Q3 | $1.7M | Sell |
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|
2024
Q2 | $1.48M | Buy |
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|
2024
Q1 | $1.37M | Sell |
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|
2023
Q4 | $1.39M | Hold |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $1.27M | Sell |
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|
2023
Q1 | $1.38M | Hold |
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|
2022
Q4 | $1.47M | Hold |
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|
2022
Q3 | $1.33M | Hold |
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|
2022
Q2 | $1.5M | Hold |
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|
2022
Q1 | $1.59M | Sell |
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|
2021
Q4 | $1.49M | Sell |
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|
2021
Q3 | $1.45M | Buy |
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|
2021
Q2 | $1.42M | Hold |
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|
2021
Q1 | $1.39M | Hold |
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|
2020
Q4 | $1.31M | Hold |
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|
2020
Q3 | $1.31M | Hold |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $1.16M | Buy |
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|
2019
Q4 | $1.3M | Buy |
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