Schechter Investment 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
Q1 | $1.32M | Sell |
|
|||||
|
2024
Q4 | $1.19M | Sell |
|
|||||
|
2024
Q3 | $1.29M | Sell |
|
|||||
|
2024
Q2 | $1.13M | Buy |
|
|||||
|
2024
Q1 | $1.09M | Buy |
|
|||||
|
2023
Q4 | $1.08M | Buy |
|
|||||
|
2023
Q3 | $965K | Buy |
|
|||||
|
2023
Q2 | $799K | Sell |
|
|||||
|
2023
Q1 | $970K | Sell |
|
|||||
|
2022
Q4 | $1.17M | Buy |
|
|||||
|
2022
Q3 | $979K | Buy |
|
|||||
|
2022
Q2 | $1.1M | Sell |
|
|||||
|
2022
Q1 | $1.28M | Buy |
|
|||||
|
2021
Q4 | $1.11M | Buy |
|