Pinnacle Wealth Planning Services’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 | $238K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $203K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $220K | Sell |
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|
2023
Q1 | $279K | Buy |
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|
2022
Q4 | $215K | Sell |
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|
2022
Q3 | $274K | Buy |
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|
2022
Q2 | $300K | Buy |
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|
2022
Q1 | $307K | Buy |
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|
2021
Q4 | $239K | Buy |
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|
2021
Q3 | $210K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $142K | Buy |
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