Segment 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 | $1.32M | Buy |
|
|||||
|
2025
Q2 | $1.09M | Buy |
|
|||||
|
2025
Q1 | $1.11M | Buy |
|
|||||
|
2024
Q4 | $883K | Buy |
|
|||||
|
2024
Q3 | $932K | Sell |
|
|||||
|
2024
Q2 | $818K | Hold |
|
|||||
|
2024
Q1 | $789K | Sell |
|
|||||
|
2023
Q4 | $808K | Buy |
|
|||||
|
2023
Q3 | $710K | Buy |
|
|||||
|
2023
Q2 | $708K | Hold |
|
|||||
|
2023
Q1 | $761K | Sell |
|
|||||
|
2022
Q4 | $833K | Buy |
|
|||||
|
2022
Q3 | $738K | Hold |
|
|||||
|
2022
Q2 | $851K | Hold |
|
|||||
|
2022
Q1 | $886K | Sell |
|
|||||
|
2021
Q4 | $837K | Buy |
|
|||||
|
2021
Q3 | $741K | Sell |
|
|||||
|
2021
Q2 | $759K | Hold |
|
|||||
|
2021
Q1 | $743K | Hold |
|
|||||
|
2020
Q4 | $704K | Buy |
|
|||||
|
2020
Q3 | $643K | Sell |
|
|||||
|
2020
Q2 | $587K | Sell |
|
|||||
|
2020
Q1 | $656K | Sell |
|
|||||
|
2019
Q4 | $849K | Buy |
|
|||||
|
2019
Q3 | $727K | Sell |
|
|||||
|
2019
Q2 | $699K | Buy |
|
|||||
|
2019
Q1 | $713K | Buy |
|
|||||
|
2018
Q4 | $625K | Sell |
|
|||||
|
2018
Q3 | $642K | Sell |
|
|||||
|
2018
Q2 | $659K | Sell |
|
|||||
|
2018
Q1 | $646K | Buy |
|
|||||
|
2017
Q4 | $697K | Sell |
|
|||||
|
2017
Q3 | $723K | Sell |
|
|||||
|
2017
Q2 | $782K | Buy |
|
|||||
|
2017
Q1 | $697K | Buy |
|
|||||
|
2016
Q4 | $659K | Sell |
|
|||||
|
2016
Q3 | $720K | Sell |
|
|||||
|
2016
Q2 | $2.91M | Sell |
|
|||||
|
2016
Q1 | $2.75M | Buy |
|
|||||
|
2015
Q4 | $2.4M | Buy |
|
|||||
|
2015
Q3 | $715K | Buy |
|
|||||
|
2015
Q2 | $690K | Sell |
|
|||||
|
2015
Q1 | $763K | Buy |
|
|||||
|
2014
Q4 | $240K | Sell |
|
|||||
|
2014
Q3 | $221K | Buy |
|
|||||
|
2014
Q2 | $209K | Buy |
|