Rise 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 | $97K | Sell |
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|
2025
Q2 | $92.8K | Buy |
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|
2025
Q1 | $89.7K | Buy |
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|
2024
Q4 | $46.9K | Buy |
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|
2024
Q3 | $49.7K | Buy |
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|
2024
Q2 | $42.8K | Buy |
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|
2024
Q1 | $40.9K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $11.7K | Buy |
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|
2023
Q2 | $11.8K | Sell |
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|
2023
Q1 | $21.4K | Buy |
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|
2022
Q4 | $13.2K | Buy |
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|
2022
Q3 | $12K | Buy |
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|
2022
Q2 | $13K | Sell |
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|
2022
Q1 | $17K | Buy |
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|
2021
Q4 | $16K | Buy |
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