Richard W. Paul & Associates’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 | $17.3K | Sell |
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|
2025
Q1 | $18.1K | Hold |
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|
2024
Q4 | $15.9K | Sell |
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|
2024
Q3 | $17.2K | Sell |
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|
2024
Q2 | $24.4K | Buy |
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|
2024
Q1 | $23.4K | Hold |
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|
2023
Q4 | $23.5K | Sell |
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|
2023
Q3 | $26.1K | Sell |
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|
2023
Q2 | $28.6K | Buy |
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|
2023
Q1 | $28.2K | Buy |
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|
2022
Q4 | $28.8K | Buy |
|