Tilia Fiduciary Partners’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 | $284K | Sell |
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|
2025
Q2 | $280K | Buy |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | $254K | Buy |
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|
2024
Q3 | $272K | Buy |
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|
2024
Q2 | $221K | Buy |
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|
2024
Q1 | $213K | Sell |
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|
2023
Q4 | $248K | Sell |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $300K | Sell |
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|
2023
Q1 | $341K | Buy |
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|
2022
Q4 | $363K | Buy |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $401K | Sell |
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|
2022
Q1 | $441K | Buy |
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|
2021
Q4 | $398K | Buy |
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