TFC Financial Management’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 | $80.8K | Buy |
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|
2025
Q2 | $41.6K | Hold |
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|
2025
Q1 | $43K | Hold |
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|
2024
Q4 | $38K | Hold |
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|
2024
Q3 | $40.7K | Hold |
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|
2024
Q2 | $35.4K | Hold |
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|
2024
Q1 | $34.1K | Buy |
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|
2023
Q4 | $33.9K | Buy |
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|
2023
Q3 | $28.5K | Sell |
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|
2023
Q2 | $31.9K | Sell |
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|
2023
Q1 | $58.1K | Buy |
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|
2022
Q4 | $59.5K | Sell |
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|
2022
Q3 | $55K | Hold |
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|
2022
Q2 | $64K | Sell |
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|
2022
Q1 | $69K | Sell |
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|
2021
Q4 | $74K | Sell |
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|
2021
Q3 | $79K | Buy |
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|
2021
Q2 | $69K | Buy |
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|
2021
Q1 | $64K | Hold |
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|
2020
Q4 | $61K | Hold |
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|
2020
Q3 | $59K | Buy |
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