Plante Moran Financial 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
Q2 | $102K | Hold |
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|
2025
Q1 | $106K | Sell |
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|
2024
Q4 | $165K | Buy |
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|
2024
Q3 | $141K | Buy |
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|
2024
Q2 | $112K | Buy |
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|
2024
Q1 | $95.9K | Buy |
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|
2023
Q4 | $80.9K | Sell |
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|
2023
Q3 | $104K | Hold |
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|
2023
Q2 | $106K | Sell |
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|
2023
Q1 | $128K | Buy |
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|
2022
Q4 | $136K | Buy |
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|
2022
Q3 | $123K | Sell |
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|
2022
Q2 | $148K | Buy |
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|
2022
Q1 | $146K | Sell |
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|
2021
Q4 | $166K | Buy |
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|
2021
Q3 | $117K | Sell |
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|
2021
Q2 | $134K | Sell |
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|
2021
Q1 | $139K | Buy |
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|
2020
Q4 | $130K | Sell |
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|
2020
Q3 | $194K | Sell |
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|
2020
Q2 | $231K | Sell |
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|
2020
Q1 | $236K | Buy |
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|
2019
Q4 | $250K | Sell |
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|
2019
Q3 | $640K | Buy |
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|
2019
Q2 | $525K | Buy |
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|
2019
Q1 | $536K | Buy |
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|
2018
Q4 | $500K | Buy |
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|
2018
Q3 | $456K | Buy |
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|
2018
Q2 | $421K | Sell |
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|
2018
Q1 | $432K | Buy |
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|
2017
Q4 | $29K | Sell |
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|
2017
Q3 | $126K | Sell |
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|
2017
Q2 | $139K | Sell |
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|
2017
Q1 | $198K | Sell |
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|
2016
Q4 | $206K | Sell |
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|
2016
Q3 | $222K | Buy |
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|
2016
Q2 | $235K | Buy |
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|
2016
Q1 | $151K | Sell |
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|
2015
Q4 | $135K | Buy |
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|
2015
Q3 | $134K | Buy |
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|
2015
Q2 | $111K | Buy |
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|
2015
Q1 | $120K | Sell |
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|
2014
Q4 | $141K | Buy |
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|
2014
Q3 | $28K | Sell |
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|
2014
Q2 | $90K | Buy |
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|
2014
Q1 | $9K | Sell |
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|
2013
Q4 | $29K | Buy |
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|
2013
Q3 | $9K | Sell |
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|
2013
Q2 | $37K | Buy |
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