RE Dickinson Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $668K | Buy |
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|
2024
Q3 | $67.7K | Hold |
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|
2024
Q2 | $58.8K | Hold |
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|
2024
Q1 | $57K | Hold |
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|
2023
Q4 | $57K | Hold |
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|
2023
Q3 | $52K | Sell |
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|
2023
Q2 | $55K | Sell |
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|
2023
Q1 | $64K | Sell |
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|
2022
Q4 | $73K | Hold |
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|
2022
Q3 | $66K | Hold |
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|
2022
Q2 | $76 | Sell |
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|
2022
Q1 | $89K | Buy |
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|
2021
Q4 | $74K | Buy |
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