Perigon Wealth Management’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 | $1.89M | Buy |
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|
2025
Q2 | $1.65M | Buy |
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|
2025
Q1 | $1.55M | Sell |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $1.22M | Buy |
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|
2024
Q2 | $839K | Sell |
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|
2024
Q1 | $846K | Buy |
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|
2023
Q4 | $742K | Sell |
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|
2023
Q3 | $829K | Buy |
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|
2023
Q2 | $692K | Buy |
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|
2023
Q1 | $711K | Sell |
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|
2022
Q4 | $818K | Sell |
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|
2022
Q3 | $813K | Buy |
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|
2022
Q2 | $878K | Buy |
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|
2022
Q1 | $871K | Buy |
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|
2021
Q4 | $782K | Buy |
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|
2021
Q3 | $558K | Sell |
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|
2021
Q2 | $783K | Buy |
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|
2021
Q1 | $758K | Sell |
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|
2020
Q4 | $722K | Sell |
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|
2020
Q3 | $709K | Buy |
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|
2020
Q2 | $635K | Sell |
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|
2020
Q1 | $760K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $148K | Hold |
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|
2017
Q4 | $161K | Hold |
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|
2017
Q3 | $161K | Buy |
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|
2017
Q2 | $19K | Hold |
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|
2017
Q1 | $19K | Hold |
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|
2016
Q4 | $19K | Sell |
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|
2016
Q3 | $195K | Buy |
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|
2016
Q2 | $133K | Sell |
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|
2016
Q1 | $152K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $287K | Sell |
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|
2014
Q4 | $324K | Buy |
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|
2014
Q3 | $290K | Buy |
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|
2014
Q2 | $287K | Sell |
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|
2014
Q1 | $339K | Buy |
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|
2013
Q4 | $327K | Buy |
|