Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Buy |
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|
2025
Q1 | $3.02M | Sell |
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|
2024
Q4 | $3.36M | Sell |
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|
2024
Q3 | $3.95M | Buy |
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|
2024
Q2 | $3.43M | Sell |
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|
2024
Q1 | $3.77M | Sell |
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|
2023
Q4 | $3.83M | Buy |
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|
2023
Q3 | $3.33M | Buy |
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|
2023
Q2 | $3.18M | Buy |
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|
2023
Q1 | $3.22M | Sell |
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|
2022
Q4 | $3.55M | Buy |
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|
2022
Q3 | $3.13M | Sell |
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|
2022
Q2 | $3.65M | Buy |
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|
2022
Q1 | $3.79M | Buy |
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|
2021
Q4 | $3.27M | Buy |
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|
2021
Q3 | $3.02M | Buy |
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|
2021
Q2 | $2.96M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3.4M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.7M | Sell |
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|
2019
Q3 | $4.13M | Sell |
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|
2019
Q2 | $4.01M | Sell |
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|
2019
Q1 | $4.28M | Buy |
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|
2018
Q4 | $4.07M | Buy |
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|
2018
Q3 | $3.7M | Buy |
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|
2018
Q2 | $2M | Sell |
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|
2018
Q1 | $3.34M | Buy |
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|
2017
Q4 | $3.27M | Sell |
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|
2017
Q3 | $3.29M | Buy |
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|
2017
Q2 | $2.83M | Buy |
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|
2017
Q1 | $2.54M | Buy |
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|
2016
Q4 | $2.15M | Sell |
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|
2016
Q3 | $2.31M | Sell |
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|
2016
Q2 | $2.56M | Sell |
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|
2016
Q1 | $2.69M | Sell |
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|
2015
Q4 | $2.46M | Buy |
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|
2015
Q3 | $2.42M | Buy |
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|
2015
Q2 | $2.25M | Sell |
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|
2015
Q1 | $2.59M | Sell |
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|
2014
Q4 | $2.92M | Sell |
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|
2014
Q3 | $2.72M | Buy |
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|
2014
Q2 | $2.6M | Buy |
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|
2014
Q1 | $1.05M | Buy |
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|
2013
Q4 | $266K | Sell |
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|
2013
Q3 | $355K | Sell |
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|
2013
Q2 | $404K | Buy |
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