Probity 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
Q3 | $633K | Sell |
|
|||||
|
2025
Q2 | $610K | Sell |
|
|||||
|
2025
Q1 | $653K | Buy |
|
|||||
|
2024
Q4 | $561K | Buy |
|
|||||
|
2024
Q3 | $568K | Sell |
|
|||||
|
2024
Q2 | $565K | Buy |
|
|||||
|
2024
Q1 | $463K | Buy |
|
|||||
|
2023
Q4 | $405K | Buy |
|
|||||
|
2023
Q3 | $355K | Buy |
|
|||||
|
2023
Q2 | $355K | Buy |
|
|||||
|
2022
Q4 | $465K | Sell |
|
|||||
|
2022
Q3 | $440K | Sell |
|
|||||
|
2022
Q2 | $551K | Sell |
|
|||||
|
2022
Q1 | $597K | Sell |
|
|||||
|
2021
Q4 | $585K | Sell |
|
|||||
|
2021
Q3 | $561K | Sell |
|
|||||
|
2021
Q2 | $586K | Buy |
|
|||||
|
2021
Q1 | $521K | Buy |
|