Stokes Family Office’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 | $220K | Sell |
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|
2025
Q1 | $249K | Sell |
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|
2024
Q4 | $249K | Sell |
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|
2024
Q3 | $272K | Sell |
|
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|
2024
Q2 | $286K | Buy |
|
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|
2024
Q1 | $256K | Buy |
|
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|
2023
Q4 | $256K | Sell |
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|
2023
Q3 | $291K | Buy |
|
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|
2023
Q2 | $285K | Buy |
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|
2023
Q1 | $265K | Sell |
|
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|
2022
Q4 | $450K | Buy |
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|
2022
Q3 | $253K | Sell |
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|
2022
Q2 | $294K | Buy |
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|
2022
Q1 | $298K | Buy |
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|
2021
Q4 | $265K | Buy |
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|
2021
Q3 | $242K | Buy |
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|
2021
Q2 | $235K | Buy |
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|
2021
Q1 | $217K | Sell |
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|
2020
Q4 | $208K | Buy |
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