Stockman 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 | $799K | Buy |
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2025
Q2 | $757K | Sell |
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2025
Q1 | $797K | Buy |
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2024
Q4 | $693K | Buy |
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2024
Q3 | $686K | Sell |
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2024
Q2 | $597K | Buy |
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2024
Q1 | $572K | Buy |
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2023
Q4 | $573K | Sell |
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2023
Q3 | $533K | Sell |
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2023
Q2 | $589K | Sell |
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2023
Q1 | $642K | Sell |
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2022
Q4 | $711K | Hold |
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2022
Q3 | $642K | Sell |
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2022
Q2 | $746K | Buy |
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2022
Q1 | $770K | Hold |
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2021
Q4 | $724K | Buy |
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2021
Q3 | $656K | Hold |
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2021
Q2 | $663K | Hold |
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2021
Q1 | $649K | Buy |
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2020
Q4 | $607K | Hold |
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2020
Q3 | $587K | Hold |
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2020
Q2 | $529K | Buy |
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2020
Q1 | $482K | Buy |
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2019
Q4 | $543K | Buy |
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2019
Q3 | $571K | Buy |
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2019
Q2 | $516K | Buy |
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2019
Q1 | $526K | Buy |
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2018
Q4 | $504K | Sell |
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2018
Q3 | $507K | Buy |
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2018
Q2 | $460K | Buy |
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2018
Q1 | $424K | Buy |
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2017
Q4 | $431K | Buy |
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2017
Q3 | $405K | Buy |
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2017
Q2 | $388K | Sell |
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2017
Q1 | $411K | Buy |
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2016
Q4 | $389K | Buy |
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2016
Q3 | $401K | Buy |
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