Thrive Wealth 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 | $1.04M | Buy |
|
|||||
|
2025
Q2 | $991K | Sell |
|
|||||
|
2025
Q1 | $1.03M | Sell |
|
|||||
|
2024
Q4 | $921K | Sell |
|
|||||
|
2024
Q3 | $999K | Sell |
|
|||||
|
2024
Q2 | $875K | Buy |
|
|||||
|
2024
Q1 | $839K | Sell |
|
|||||
|
2023
Q4 | $894K | Sell |
|
|||||
|
2023
Q3 | $820K | Buy |
|
|||||
|
2023
Q2 | $781K | Buy |
|
|||||
|
2023
Q1 | $738K | Buy |
|
|||||
|
2022
Q4 | $775K | Sell |
|
|||||
|
2022
Q3 | $702K | Buy |
|
|||||
|
2022
Q2 | $765K | Sell |
|
|||||
|
2022
Q1 | $803K | Sell |
|
|||||
|
2021
Q4 | $801K | Buy |
|