U.S. Capital Wealth 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 | $2.52M | Buy |
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|
2025
Q2 | $919K | Sell |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $998K | Buy |
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|
2024
Q3 | $855K | Sell |
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|
2024
Q2 | $752K | Sell |
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|
2024
Q1 | $785K | Sell |
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|
2023
Q4 | $2.92M | Sell |
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|
2023
Q3 | $5.14M | Sell |
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|
2023
Q2 | $5.26M | Sell |
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|
2023
Q1 | $5.67M | Sell |
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|
2022
Q4 | $6.45M | Sell |
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|
2022
Q3 | $12.4M | Buy |
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|
2022
Q2 | $12.4M | Buy |
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|
2022
Q1 | $359K | Buy |
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|
2021
Q4 | $222K | Buy |
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