Sowell Financial Services’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 | $4.03M | Buy |
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|
2025
Q2 | $3.82M | Sell |
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|
2025
Q1 | $3.98M | Buy |
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|
2024
Q4 | $3.46M | Sell |
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|
2024
Q3 | $3.83M | Sell |
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|
2024
Q2 | $3.35M | Sell |
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|
2024
Q1 | $3.76M | Buy |
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|
2023
Q4 | $3.67M | Buy |
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|
2023
Q3 | $3.16M | Sell |
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|
2023
Q2 | $3.26M | Buy |
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|
2023
Q1 | $2.36M | Sell |
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|
2022
Q4 | $3.31M | Buy |
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|
2022
Q3 | $2.87M | Buy |
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|
2022
Q2 | $3.04M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.89M | Sell |
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|
2021
Q3 | $2.35M | Buy |
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|
2021
Q2 | $2.22M | Sell |
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|
2021
Q1 | $4.3M | Buy |
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|
2020
Q4 | $3.31M | Buy |
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|
2020
Q3 | $893K | Sell |
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|
2020
Q2 | $970K | Sell |
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|
2020
Q1 | $1.49M | Buy |
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|
2019
Q4 | $1.34M | Buy |
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|
2019
Q3 | $1.11M | Buy |
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|
2019
Q1 | $1.3M | Buy |
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|
2018
Q4 | $827K | Buy |
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|
2018
Q3 | $698K | Buy |
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