ProVise 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 | $6.07M | Sell |
|
|||||
|
2025
Q1 | $6.41M | Sell |
|
|||||
|
2024
Q4 | $5.7M | Sell |
|
|||||
|
2024
Q3 | $6.51M | Sell |
|
|||||
|
2024
Q2 | $5.73M | Buy |
|
|||||
|
2024
Q1 | $5.52M | Sell |
|
|||||
|
2023
Q4 | $5.82M | Buy |
|
|||||
|
2023
Q3 | $5.25M | Sell |
|
|||||
|
2023
Q2 | $5.58M | Sell |
|
|||||
|
2023
Q1 | $6.5M | Buy |
|
|||||
|
2022
Q4 | $6.37M | Buy |
|
|||||
|
2022
Q3 | $4.91M | Buy |
|
|||||
|
2022
Q2 | $5.53M | Buy |
|
|||||
|
2022
Q1 | $5.08M | Buy |
|
|||||
|
2021
Q4 | $3.99M | Buy |
|
|||||
|
2021
Q3 | $3.37M | Buy |
|
|||||
|
2021
Q2 | $2.89M | Buy |
|
|||||
|
2021
Q1 | $2.66M | Sell |
|
|||||
|
2020
Q4 | $2.55M | Buy |
|
|||||
|
2020
Q3 | $2.46M | Sell |
|
|||||
|
2020
Q2 | $2.22M | Sell |
|
|||||
|
2020
Q1 | $2.25M | Sell |
|
|||||
|
2019
Q4 | $2.62M | Sell |
|
|||||
|
2019
Q3 | $2.8M | Sell |
|
|||||
|
2019
Q2 | $2.58M | Sell |
|
|||||
|
2019
Q1 | $2.68M | Sell |
|
|||||
|
2018
Q4 | $2.87M | Sell |
|
|||||
|
2018
Q3 | $2.87M | Sell |
|
|||||
|
2018
Q2 | $2.93K | Buy |
|
|||||
|
2018
Q1 | $200K | Hold |
|
|||||
|
2017
Q4 | $217K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $2.19M | Sell |
|
|||||
|
2016
Q2 | $2.49M | Buy |
|