Private Wealth Partners’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 | $1.73M | Sell |
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|
2025
Q1 | $1.79M | Sell |
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|
2024
Q4 | $1.62M | Sell |
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|
2024
Q3 | $1.84M | Buy |
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|
2024
Q2 | $1.59M | Sell |
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|
2024
Q1 | $1.54M | Buy |
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|
2023
Q4 | $1.51M | Buy |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.34M | Sell |
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|
2022
Q4 | $1.69M | Buy |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $1.73M | Sell |
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|
2022
Q1 | $1.81M | Sell |
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|
2021
Q4 | $1.77M | Buy |
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|
2021
Q3 | $1.41M | Sell |
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|
2021
Q2 | $1.45M | Buy |
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|
2021
Q1 | $1.4M | Buy |
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|
2020
Q4 | $1.27M | Buy |
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|
2020
Q3 | $1.14M | Buy |
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|
2020
Q2 | $1.03M | Sell |
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|
2020
Q1 | $1.08M | Sell |
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|
2019
Q4 | $1.96M | Buy |
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|
2019
Q3 | $1.95M | Buy |
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|
2019
Q2 | $1.73M | Buy |
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|
2019
Q1 | $1.75M | Buy |
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|
2018
Q4 | $293K | Buy |
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|
2018
Q3 | $216K | Hold |
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|
2018
Q2 | $214K | Sell |
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|
2018
Q1 | $234K | Buy |
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|
2017
Q4 | $227K | Hold |
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|
2017
Q3 | $227K | Hold |
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|
2017
Q2 | $226K | Hold |
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|
2017
Q1 | $221K | Hold |
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|
2016
Q4 | $210K | Hold |
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|
2016
Q3 | $216K | Hold |
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|
2016
Q2 | $232K | Hold |
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|
2016
Q1 | $218K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $203K | Sell |
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|
2015
Q2 | $576K | Hold |
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|
2015
Q1 | $626K | Sell |
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|
2014
Q4 | $764K | Sell |
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|
2014
Q3 | $722K | Hold |
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|
2014
Q2 | $716K | Sell |
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|
2014
Q1 | $763K | Sell |
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|
2013
Q4 | $2.87M | Sell |
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|
2013
Q3 | $2.98M | Sell |
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|
2013
Q2 | $3.02M | Buy |
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