Stokes Capital Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $343K | Hold |
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|
2024
Q3 | $367K | Buy |
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|
2024
Q2 | $276K | Sell |
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|
2024
Q1 | $313K | Buy |
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|
2023
Q4 | $304K | Buy |
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|
2023
Q3 | $276K | Sell |
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|
2023
Q2 | $292K | Buy |
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|
2023
Q1 | $313K | Buy |
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|
2022
Q4 | $320K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $259K | Buy |
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|
2021
Q4 | $242K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $585K | Hold |
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|
2018
Q4 | $561K | Hold |
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|
2018
Q3 | $520K | Hold |
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|
2018
Q2 | $514K | Hold |
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|
2018
Q1 | $504K | Sell |
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|
2017
Q4 | $551K | Buy |
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