Spire Wealth Management’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 | $615K | Sell |
|
|||||
|
2025
Q2 | $645K | Sell |
|
|||||
|
2025
Q1 | $874K | Buy |
|
|||||
|
2024
Q4 | $697K | Buy |
|
|||||
|
2024
Q3 | $739K | Sell |
|
|||||
|
2024
Q2 | $668K | Sell |
|
|||||
|
2024
Q1 | $881K | Sell |
|
|||||
|
2023
Q4 | $927K | Sell |
|
|||||
|
2023
Q3 | $882K | Buy |
|
|||||
|
2023
Q2 | $878K | Sell |
|
|||||
|
2023
Q1 | $956K | Buy |
|
|||||
|
2022
Q4 | $706K | Buy |
|
|||||
|
2022
Q3 | $491K | Sell |
|
|||||
|
2022
Q2 | $1.56M | Sell |
|
|||||
|
2022
Q1 | $2.01M | Sell |
|
|||||
|
2021
Q4 | $2.87M | Buy |
|
|||||
|
2021
Q3 | $2.11M | Buy |
|
|||||
|
2021
Q2 | $2.1M | Sell |
|
|||||
|
2021
Q1 | $2.68M | Buy |
|