PFG Private 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
Q2 | – | Sell |
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|
2025
Q1 | $59.3K | Buy |
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|
2024
Q4 | $50.2K | Hold |
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|
2024
Q3 | $53.7K | Hold |
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|
2024
Q2 | $46.7K | Buy |
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|
2024
Q1 | $42.6K | Sell |
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|
2023
Q4 | $177K | Buy |
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|
2023
Q3 | $72.7K | Sell |
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|
2023
Q2 | $139K | Buy |
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|
2023
Q1 | $130K | Buy |
|
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|
2022
Q4 | $118K | Hold |
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|
2022
Q3 | $106K | Sell |
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|
2022
Q2 | $147K | Sell |
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|
2022
Q1 | $156K | Buy |
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|
2021
Q4 | $38K | Hold |
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|
2021
Q3 | $36K | Buy |
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