Strategic Wealth Partners’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 | $8.85M | Buy |
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|
2025
Q2 | $7.99M | Buy |
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|
2024
Q4 | $7.52M | Buy |
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|
2024
Q3 | $5.83M | Buy |
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|
2024
Q2 | $4.97M | Buy |
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|
2024
Q1 | $4.77M | Sell |
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|
2023
Q4 | $5.1M | Sell |
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|
2023
Q3 | $6.34M | Buy |
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|
2023
Q2 | $6.03M | Buy |
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|
2023
Q1 | $6.09M | Buy |
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|
2022
Q4 | $5.23M | Sell |
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|
2022
Q3 | $4.93M | Buy |
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|
2022
Q2 | $5.57M | Sell |
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|
2022
Q1 | $5.99M | Sell |
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|
2021
Q4 | $6.06M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $10.8K | Hold |
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|
2019
Q2 | $182K | Sell |
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|
2019
Q1 | $230K | Sell |
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|
2018
Q4 | $232K | Sell |
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|
2018
Q3 | $224K | Sell |
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|
2018
Q2 | $238K | Sell |
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|
2018
Q1 | $1.01M | Sell |
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|
2017
Q4 | $1.42M | Buy |
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