Pinnacle Wealth Management 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 | $501K | Hold |
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|
2025
Q2 | $478K | Sell |
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|
2025
Q1 | $518K | Buy |
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|
2024
Q4 | $404K | Hold |
|
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|
2024
Q3 | $432K | Hold |
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|
2024
Q2 | $376K | Buy |
|
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|
2024
Q1 | $360K | Buy |
|
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|
2023
Q4 | $313K | Hold |
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|
2023
Q3 | $284K | Hold |
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|
2023
Q2 | $289K | Sell |
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|
2023
Q1 | $365K | Hold |
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|
2022
Q4 | $390K | Buy |
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|
2022
Q3 | $348K | Sell |
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|
2022
Q2 | $444K | Sell |
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|
2022
Q1 | $473K | Hold |
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|
2021
Q4 | $445K | Buy |
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|
2021
Q3 | $369K | Sell |
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|
2021
Q2 | $397K | Buy |
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