Slocum, Gordon & Co’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
$3.73M Sell
2025
Q2
$3.56M Sell
2025
Q1
$3.76M Hold
2024
Q4
$3.32M Hold
2024
Q3
$3.55M Sell
2024
Q2
$3.22M Sell
2024
Q1
$3.15M Hold
2023
Q4
$3.17M Sell
2023
Q3
$2.89M Hold
2023
Q2
$2.94M Sell
2023
Q1
$3.2M Sell
2022
Q4
$4.26M Buy