Tyler-Stone 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
Q2 | $279K | Sell |
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|
2025
Q1 | $299K | Sell |
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|
2024
Q4 | $279K | Buy |
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|
2024
Q3 | $298K | Buy |
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|
2024
Q2 | $142K | Buy |
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|
2024
Q1 | $136K | Buy |
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|
2023
Q4 | $120K | Buy |
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|
2023
Q3 | $109K | Hold |
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|
2023
Q2 | $110K | Buy |
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|
2022
Q4 | $127K | Hold |
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|
2022
Q3 | $114K | Sell |
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|
2022
Q2 | $256K | Hold |
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|
2022
Q1 | $266K | Sell |
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|
2021
Q4 | $292K | Buy |
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