Soltis 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
Q2 | $401K | Buy |
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|
2025
Q1 | $400K | Sell |
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|
2024
Q4 | $359K | Sell |
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|
2024
Q3 | $423K | Sell |
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|
2024
Q2 | $371K | Sell |
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|
2024
Q1 | $6.54M | Buy |
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|
2023
Q4 | $6.31M | Sell |
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|
2023
Q3 | $6.06M | Buy |
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|
2023
Q2 | $5.8M | Buy |
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|
2023
Q1 | $5.31M | Buy |
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|
2022
Q4 | $4.85M | Buy |
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|
2022
Q3 | $3.63M | Buy |
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|
2022
Q2 | $3.55M | Buy |
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|
2022
Q1 | $2.96M | Buy |
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|
2021
Q4 | $2.17M | Buy |
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|
2021
Q3 | $1.85M | Buy |
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|
2021
Q2 | $1.76M | Buy |
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|
2021
Q1 | $1.48M | Buy |
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|
2020
Q4 | $1.09M | Buy |
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|
2020
Q3 | $829K | Buy |
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|
2020
Q2 | $651K | Buy |
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|
2020
Q1 | $425K | Buy |
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|
2019
Q4 | $407K | Buy |
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