Ritholtz Wealth Management’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 | $1.87M | Buy |
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|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $777K | Buy |
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|
2024
Q3 | $811K | Buy |
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|
2024
Q2 | $545K | Buy |
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|
2024
Q1 | $498K | Buy |
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|
2023
Q4 | $425K | Buy |
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|
2023
Q3 | $383K | Buy |
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|
2023
Q2 | $361K | Sell |
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|
2023
Q1 | $456K | Sell |
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|
2022
Q4 | $514K | Sell |
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|
2022
Q3 | $951K | Buy |
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|
2022
Q2 | $582K | Buy |
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|
2022
Q1 | $430K | Buy |
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|
2021
Q4 | $323K | Buy |
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|
2021
Q3 | $227K | Buy |
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|
2021
Q2 | $215K | Buy |
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