Trifecta 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
Q2 | $36.6K | Buy |
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|
2025
Q1 | $1.59K | Hold |
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|
2024
Q4 | $1.4K | Hold |
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|
2024
Q3 | $1.5K | Hold |
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|
2024
Q2 | $1.3K | Hold |
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|
2024
Q1 | $1.26K | Hold |
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|
2023
Q4 | $1.26K | Sell |
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|
2023
Q3 | $2.38K | Hold |
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|
2023
Q2 | $2.42K | Sell |
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|
2023
Q1 | $2.8K | Hold |
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|
2022
Q4 | $2.99K | Buy |
|