Stiles 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 | $2.98M | Buy |
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|
2025
Q2 | $2.77M | Buy |
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|
2025
Q1 | $2.76M | Buy |
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|
2024
Q4 | $2.43M | Buy |
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|
2024
Q3 | $2.49M | Buy |
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|
2024
Q2 | $2.08M | Sell |
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|
2024
Q1 | $2.01M | Buy |
|
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|
2023
Q4 | $1.95M | Buy |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $1.18M | Buy |
|
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1.17M | Buy |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.05M | Buy |
|