PDS Planning’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 | $514K | Buy |
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|
2025
Q2 | $471K | Buy |
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|
2025
Q1 | $430K | Buy |
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|
2024
Q4 | $364K | Buy |
|
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|
2024
Q3 | $375K | Buy |
|
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|
2024
Q2 | $320K | Buy |
|
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|
2024
Q1 | $277K | Buy |
|
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|
2023
Q4 | $261K | Sell |
|
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|
2023
Q3 | $300K | Sell |
|
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|
2023
Q2 | $308K | Buy |
|
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|
2023
Q1 | $328K | Buy |
|
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|
2022
Q4 | $214K | Sell |
|
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|
2022
Q3 | $203K | Buy |
|
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|
2022
Q2 | $219K | Buy |
|
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|
2022
Q1 | $223K | Buy |
|
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|
2021
Q4 | $188K | Sell |
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|
2021
Q3 | $188K | Buy |
|
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $232K | Buy |
|