PSI 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 | $320K | Buy |
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|
2025
Q2 | $293K | Sell |
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|
2025
Q1 | $354K | Sell |
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|
2024
Q4 | $540K | Sell |
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|
2024
Q3 | $646K | Sell |
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|
2024
Q2 | $627K | Sell |
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|
2024
Q1 | $607K | Sell |
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|
2023
Q4 | $774K | Buy |
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|
2023
Q3 | $659K | Buy |
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|
2023
Q2 | $575K | Buy |
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|
2023
Q1 | $474K | Buy |
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|
2022
Q4 | $462K | Sell |
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|
2022
Q3 | $518K | Sell |
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|
2022
Q2 | $597K | Buy |
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|
2022
Q1 | $618K | Sell |
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|
2021
Q4 | $618K | Buy |
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|
2021
Q3 | $569K | Sell |
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|
2021
Q2 | $618K | Sell |
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|
2021
Q1 | $798K | Buy |
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|
2020
Q4 | $711K | Sell |
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|
2020
Q3 | $1.12M | Buy |
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|
2020
Q2 | $792K | Buy |
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|
2020
Q1 | $561K | Buy |
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|
2019
Q4 | $533K | Buy |
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