Stonebridge Financial Planning Group’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$488K Buy
2021
Q2
Sell
2021
Q1
$6K Hold
2020
Q4
$6K Hold
2020
Q3
$6K Sell
2020
Q2
$8K Hold
2020
Q1
$8K Hold
2019
Q4
$9K Buy