Steward Partners Investment Advisory’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 | $19.9M | Sell |
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|
2025
Q1 | $20.7M | Buy |
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|
2024
Q4 | $12.5M | Buy |
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|
2024
Q3 | $10M | Buy |
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|
2024
Q2 | $6.2M | Buy |
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|
2024
Q1 | $5.73M | Buy |
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|
2023
Q4 | $5.1M | Sell |
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|
2023
Q3 | $4.79M | Sell |
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|
2023
Q2 | $5.07M | Sell |
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|
2023
Q1 | $5.47M | Buy |
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|
2022
Q4 | $5.66M | Buy |
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|
2022
Q3 | $4.87M | Sell |
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|
2022
Q2 | $5.62M | Sell |
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|
2022
Q1 | $5.85M | Buy |
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|
2021
Q4 | $5.46M | Sell |
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|
2021
Q3 | $5.36M | Buy |
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|
2021
Q2 | $5.36M | Sell |
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|
2021
Q1 | $6.37M | Buy |
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|
2020
Q4 | $4.63M | Buy |
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|
2020
Q3 | $4.21M | Buy |
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|
2020
Q2 | $3.61M | Buy |
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|
2020
Q1 | $3.15M | Buy |
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|
2019
Q4 | $3.42M | Buy |
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|
2019
Q3 | $3.54M | Buy |
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|
2019
Q2 | $3.18M | Buy |
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|
2019
Q1 | $3.24M | Sell |
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|
2018
Q4 | $3.23M | Buy |
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|
2018
Q3 | $2.63M | Buy |
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|
2018
Q2 | $2.09M | Buy |
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|
2018
Q1 | $1.54M | Buy |
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|
2017
Q4 | $1.6M | Sell |
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|
2017
Q3 | $1.6M | Buy |
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|
2017
Q2 | $1.44M | Buy |
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|
2017
Q1 | $1.3M | Buy |
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|
2016
Q4 | $761K | Buy |
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