SageGuard Financial 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
$11.4M Buy
2021
Q3
Sell
2021
Q2
$9.65M Sell
2021
Q1
$11.8M Sell
2020
Q4
$15.1M Buy