Transform Wealth’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
Q1 | $662K | Sell |
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|
2024
Q4 | $621K | Buy |
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|
2024
Q3 | $446K | Buy |
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|
2024
Q2 | $387K | Sell |
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|
2024
Q1 | $395K | Buy |
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|
2023
Q4 | $390K | Sell |
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|
2023
Q3 | $393K | Sell |
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|
2023
Q2 | $628K | Buy |
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|
2023
Q1 | $673K | Buy |
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|
2022
Q4 | $624K | Buy |
|
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|
2022
Q3 | $459K | Sell |
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|
2022
Q2 | $569K | Sell |
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|
2022
Q1 | $604K | Sell |
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|
2021
Q4 | $589K | Sell |
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|
2021
Q3 | $609K | Sell |
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|
2021
Q2 | $702K | Buy |
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|
2021
Q1 | $684K | Buy |
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|
2020
Q4 | $647K | Buy |
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|
2020
Q3 | $553K | Sell |
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|
2020
Q2 | $515K | Sell |
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|
2020
Q1 | $594K | Buy |
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|
2019
Q4 | $657K | Sell |
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|
2019
Q3 | $786K | Buy |
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|
2019
Q2 | $697K | Sell |
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|
2019
Q1 | $2.32M | Sell |
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|
2018
Q4 | $2.58M | Buy |
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|
2018
Q3 | $2.34M | Sell |
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|
2018
Q2 | $2.43M | Sell |
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|
2018
Q1 | $2.87M | Sell |
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|
2017
Q4 | $4.36M | Buy |
|