TFG Advisers’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
Q2 | $665K | Buy |
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|
2025
Q1 | $654K | Buy |
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|
2024
Q4 | $522K | Buy |
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|
2024
Q3 | $543K | Buy |
|
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|
2024
Q2 | $434K | Buy |
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|
2024
Q1 | $366K | Buy |
|
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|
2023
Q4 | $319K | Buy |
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|
2023
Q3 | $284K | Buy |
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|
2023
Q2 | $246K | Buy |
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|
2023
Q1 | $241K | Sell |
|
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|
2022
Q4 | $261K | Sell |
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|
2022
Q3 | $246K | Sell |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | $295K | Buy |
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|
2021
Q4 | $276K | Sell |
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|
2021
Q3 | $299K | Sell |
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|
2021
Q2 | $304K | Sell |
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|
2021
Q1 | $322K | Sell |
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|
2020
Q4 | $333K | Buy |
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|
2020
Q3 | $320K | Buy |
|
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|
2020
Q2 | $286K | Buy |
|
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|
2020
Q1 | $283K | Buy |
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|
2019
Q4 | $317K | Buy |
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|
2019
Q3 | $332K | Buy |
|
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|
2019
Q2 | $303K | Sell |
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|
2019
Q1 | $321K | Buy |
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|
2018
Q4 | $306K | Buy |
|