Transcend Capital Advisors’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 | $386K | Buy |
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|
2025
Q2 | $355K | Buy |
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|
2025
Q1 | $360K | Sell |
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|
2024
Q4 | $339K | Buy |
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|
2024
Q3 | $340K | Sell |
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|
2024
Q2 | $320K | Sell |
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|
2024
Q1 | $327K | Buy |
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|
2023
Q4 | $316K | Buy |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $516K | Sell |
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|
2023
Q1 | $751K | Sell |
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|
2022
Q4 | $850K | Sell |
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|
2022
Q3 | $830K | Buy |
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|
2022
Q2 | $892K | Sell |
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|
2022
Q1 | $941K | Buy |
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|
2021
Q4 | $842K | Sell |
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|
2021
Q3 | $835K | Buy |
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|
2021
Q2 | $542K | Buy |
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|
2021
Q1 | $495K | Sell |
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|
2020
Q4 | $477K | Buy |
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|
2020
Q3 | $390K | Buy |
|