Prestige 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
Q2 | $28K | Hold |
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|
2025
Q1 | $28.9K | Buy |
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|
2024
Q4 | $25.3K | Hold |
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|
2024
Q3 | $27.1K | Hold |
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|
2024
Q2 | $23.6K | Sell |
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|
2024
Q1 | $43.4K | Sell |
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|
2023
Q4 | $64.4K | Buy |
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|
2023
Q3 | $58.2K | Sell |
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|
2023
Q2 | $86.9K | Buy |
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|
2023
Q1 | $91.8K | Buy |
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|
2022
Q4 | $95.5K | Buy |
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|
2022
Q3 | $74K | Buy |
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|
2022
Q2 | $85K | Buy |
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|
2022
Q1 | $88K | Buy |
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|
2021
Q4 | $82K | Buy |
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|
2021
Q3 | $76K | Buy |
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|
2021
Q2 | $60K | Sell |
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|
2021
Q1 | $75K | Buy |
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|
2020
Q4 | $69K | Sell |
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|
2020
Q3 | $101K | Buy |
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|
2020
Q2 | $63K | Sell |
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|
2020
Q1 | $73K | Buy |
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|
2019
Q4 | $22K | Sell |
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|
2019
Q3 | $25K | Buy |
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|
2019
Q2 | $18K | Hold |
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|
2019
Q1 | $18K | Sell |
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|
2018
Q4 | $28K | Buy |
|