RIA Advisory 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
Q4 | $1.08M | Buy |
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|
2025
Q3 | $264K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $882K | Buy |
|
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|
2024
Q4 | $500K | Buy |
|
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|
2024
Q3 | $522K | Buy |
|
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|
2024
Q1 | $386K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $573K | Buy |
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|
2023
Q1 | $408K | Sell |
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|
2022
Q4 | $442K | Buy |
|