Sound View Wealth Advisors Group’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 | $2.59M | Sell |
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|
2025
Q1 | $2.73M | Sell |
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|
2024
Q4 | $2.42M | Buy |
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|
2024
Q3 | $2.56M | Buy |
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|
2024
Q2 | $2.02M | Sell |
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|
2024
Q1 | $2.01M | Sell |
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|
2023
Q4 | $2.11M | Sell |
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|
2023
Q3 | $2M | Buy |
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|
2023
Q2 | $1.8M | Sell |
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|
2023
Q1 | $2.01M | Sell |
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|
2022
Q4 | $2.11M | Buy |
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|
2022
Q3 | $1.39M | Sell |
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|
2022
Q2 | $1.67M | Sell |
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|
2022
Q1 | $1.81M | Buy |
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|
2021
Q4 | $1.7M | Buy |
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|
2021
Q3 | $1.44M | Sell |
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|
2021
Q2 | $1.6M | Buy |
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|
2021
Q1 | $1.54M | Sell |
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|
2020
Q4 | $1.54M | Buy |
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|
2020
Q3 | $1.42M | Buy |
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|
2020
Q2 | $1.28M | Sell |
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|
2020
Q1 | $1.32M | Buy |
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|
2019
Q4 | $1.48M | Sell |
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|
2019
Q3 | $1.62M | Sell |
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|
2019
Q2 | $1.53M | Buy |
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