Steph & 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 | $836K | Sell |
|
|||||
|
2025
Q2 | $946K | Sell |
|
|||||
|
2025
Q1 | $987K | Sell |
|
|||||
|
2024
Q4 | $947K | Sell |
|
|||||
|
2024
Q3 | $1.04M | Buy |
|
|||||
|
2024
Q2 | $891K | Sell |
|
|||||
|
2024
Q1 | $915K | Buy |
|
|||||
|
2023
Q4 | $841K | Buy |
|
|||||
|
2023
Q3 | $749K | Buy |
|
|||||
|
2023
Q2 | $737K | Buy |
|
|||||
|
2023
Q1 | $751K | Buy |
|
|||||
|
2022
Q4 | $712K | Buy |
|
|||||
|
2022
Q3 | $516K | Buy |
|
|||||
|
2022
Q2 | $573K | Buy |
|
|||||
|
2022
Q1 | $487K | Buy |
|
|||||
|
2021
Q4 | $406K | Buy |
|
|||||
|
2021
Q3 | $367K | Buy |
|
|||||
|
2021
Q2 | $330K | Buy |
|
|||||
|
2021
Q1 | $304K | Sell |
|
|||||
|
2020
Q4 | $306K | Buy |
|
|||||
|
2020
Q3 | $242K | Buy |
|
|||||
|
2020
Q2 | $206K | Buy |
|
|||||
|
2020
Q1 | $188K | Sell |
|
|||||
|
2019
Q4 | $331K | Buy |
|