TCI Wealth 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
Q3 | $222K | Buy |
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|
2025
Q2 | $211K | Hold |
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|
2025
Q1 | $218K | Sell |
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|
2024
Q4 | $220K | Sell |
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|
2024
Q3 | $236K | Sell |
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|
2024
Q2 | $274K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $108K | Buy |
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|
2022
Q4 | $114K | Buy |
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|
2022
Q3 | $92K | Sell |
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|
2022
Q2 | $160K | Buy |
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|
2022
Q1 | $162K | Buy |
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|
2021
Q4 | $118K | Sell |
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|
2021
Q3 | $133K | Buy |
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|
2021
Q2 | $129K | Buy |
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|
2021
Q1 | $117K | Buy |
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|
2020
Q4 | $109K | Buy |
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|
2020
Q3 | $97K | Buy |
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|
2020
Q2 | $78K | Sell |
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|
2020
Q1 | $80K | Sell |
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|
2019
Q4 | $94K | Hold |
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|
2019
Q3 | $98K | Buy |
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|
2019
Q2 | $36K | Sell |
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|
2019
Q1 | $42K | Buy |
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|
2018
Q4 | $31K | Buy |
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|
2018
Q3 | $29K | Hold |
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|
2018
Q2 | $29K | Sell |
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|
2018
Q1 | $30K | Sell |
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|
2017
Q4 | $66K | Buy |
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|
2017
Q3 | $32K | Sell |
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|
2017
Q2 | $32K | Hold |
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|
2017
Q1 | $31K | Buy |
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|
2016
Q4 | $20K | Sell |
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|
2016
Q3 | $26K | Buy |
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|
2016
Q2 | $23K | Sell |
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|
2016
Q1 | $59K | Buy |
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|
2015
Q4 | $48K | Hold |
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|
2015
Q3 | $49K | Buy |
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|
2015
Q2 | $47K | Buy |
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|
2015
Q1 | $47K | Hold |
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|
2014
Q4 | $51K | Buy |
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|
2014
Q3 | $41K | Hold |
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|
2014
Q2 | $41K | Sell |
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|
2014
Q1 | $41K | Buy |
|