TD Private Client Wealth’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 | $6.85M | Buy |
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|
2025
Q2 | $6.07M | Sell |
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|
2025
Q1 | $6.3M | Buy |
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|
2024
Q4 | $5.37M | Buy |
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|
2024
Q3 | $5.25M | Sell |
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|
2024
Q2 | $5.94M | Buy |
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|
2024
Q1 | $5.67M | Sell |
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|
2023
Q4 | $6.4M | Sell |
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|
2023
Q3 | $6.45M | Sell |
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|
2023
Q2 | $6.67M | Buy |
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|
2023
Q1 | $6.68M | Sell |
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|
2022
Q4 | $7.83M | Buy |
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|
2022
Q3 | $6.22M | Buy |
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|
2022
Q2 | $6.74M | Buy |
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|
2022
Q1 | $6.87M | Buy |
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|
2021
Q4 | $6.13M | Sell |
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|
2021
Q3 | $6.14M | Buy |
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|
2021
Q2 | $6.11M | Sell |
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|
2021
Q1 | $6.15M | Sell |
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|
2020
Q4 | $6.01M | Sell |
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|
2020
Q3 | $7.43M | Sell |
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|
2020
Q2 | $7.22M | Sell |
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|
2020
Q1 | $8.27M | Sell |
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|
2019
Q4 | $11M | Buy |
|