Pinion Investment Advisors’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 | $239K | Hold |
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|
2025
Q2 | $221K | Sell |
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|
2025
Q1 | $229K | Sell |
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|
2024
Q4 | $233K | Sell |
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|
2024
Q3 | $258K | Sell |
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $279K | Sell |
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|
2023
Q4 | $332K | Sell |
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|
2023
Q3 | $396K | Buy |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $290K | Sell |
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|
2022
Q4 | $340K | Sell |
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|
2022
Q3 | $411K | Sell |
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|
2022
Q2 | $482K | Buy |
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|
2022
Q1 | $415K | Hold |
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|
2021
Q4 | $390K | Sell |
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|
2021
Q3 | $389K | Sell |
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|
2021
Q2 | $395K | Buy |
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|
2021
Q1 | $385K | Buy |
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|
2020
Q4 | $351K | Sell |
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|
2020
Q3 | $320K | Hold |
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|
2020
Q2 | $320K | Buy |
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|
2020
Q1 | $297K | Buy |
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|
2019
Q4 | $309K | Buy |
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|
2019
Q3 | $299K | Sell |
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|
2019
Q2 | $278K | Sell |
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|
2019
Q1 | $321K | Buy |
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|
2018
Q4 | $305K | Sell |
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|
2018
Q3 | $348K | Buy |
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|
2018
Q2 | $339K | Sell |
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|
2018
Q1 | $386K | Buy |
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