Sittner & Nelson’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 | $372K | Sell |
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|
2025
Q3 | $378K | Hold |
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|
2025
Q2 | $360K | Hold |
|
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|
2025
Q1 | $372K | Hold |
|
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|
2024
Q4 | $329K | Buy |
|
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|
2024
Q3 | $294K | Hold |
|
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|
2024
Q2 | $256K | Hold |
|
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|
2024
Q1 | $247K | Hold |
|
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|
2023
Q4 | $248K | Hold |
|
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|
2023
Q3 | $225K | Hold |
|
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|
2023
Q2 | $229K | Sell |
|
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|
2023
Q1 | $451K | Buy |
|
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|
2022
Q4 | $461K | Buy |
|
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|
2022
Q3 | $360K | Buy |
|
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|
2022
Q2 | $393K | Buy |
|
|||||
|
2022
Q1 | $381K | Buy |
|
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|
2021
Q4 | $342K | Buy |
|
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|
2021
Q3 | $294K | Buy |
|
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|
2021
Q2 | $224K | Buy |
|
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|
2021
Q1 | $170K | Buy |
|
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|
2020
Q4 | $75K | Buy |
|