RWA Wealth Partners’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 | $5.79M | Sell |
|
|||||
|
2025
Q1 | $12.3M | Sell |
|
|||||
|
2024
Q4 | $11.4M | Buy |
|
|||||
|
2024
Q3 | $5.79M | Buy |
|
|||||
|
2024
Q2 | $822K | Buy |
|
|||||
|
2024
Q1 | $727K | Sell |
|
|||||
|
2023
Q4 | $739K | Buy |
|
|||||
|
2023
Q3 | $304K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $259K | Sell |
|
|||||
|
2022
Q4 | $292K | Sell |
|
|||||
|
2022
Q3 | $267K | Buy |
|
|||||
|
2022
Q2 | $283K | Buy |
|
|||||
|
2022
Q1 | $289K | Buy |
|
|||||
|
2021
Q4 | $271K | Buy |
|
|||||
|
2021
Q3 | $242K | Sell |
|
|||||
|
2021
Q2 | $271K | Buy |
|
|||||
|
2021
Q1 | $256K | Buy |
|
|||||
|
2020
Q4 | $243K | Buy |
|
|||||
|
2020
Q3 | $235K | Sell |
|
|||||
|
2020
Q2 | $218K | Buy |
|
|||||
|
2020
Q1 | $218K | Buy |
|
|||||
|
2019
Q4 | $246K | Buy |
|
|||||
|
2019
Q3 | $258K | Buy |
|
|||||
|
2019
Q2 | $232K | Buy |
|
|||||
|
2019
Q1 | $236K | Buy |
|
|||||
|
2018
Q4 | $226K | Sell |
|
|||||
|
2018
Q3 | $242K | Buy |
|
|||||
|
2018
Q2 | $192K | Buy |
|
|||||
|
2018
Q1 | $52K | Buy |
|