Pinnacle Wealth Management Advisory Group’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 | $601K | Sell |
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|
2025
Q2 | $576K | Buy |
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|
2025
Q1 | $585K | Sell |
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|
2024
Q4 | $558K | Buy |
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|
2024
Q3 | $564K | Sell |
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|
2024
Q2 | $497K | Buy |
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|
2024
Q1 | $392K | Buy |
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|
2023
Q4 | $337K | Sell |
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|
2023
Q3 | $333K | Buy |
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|
2023
Q2 | $338K | Sell |
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|
2023
Q1 | $456K | Sell |
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|
2022
Q4 | $527K | Buy |
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|
2022
Q3 | $374K | Buy |
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|
2022
Q2 | $408K | Buy |
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|
2022
Q1 | $355K | Sell |
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|
2021
Q4 | $344K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $217K | Buy |
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