Vantage Financial Partners (Wisconsin)’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 | $267K | Sell |
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|
2025
Q1 | $277K | Sell |
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|
2024
Q4 | $247K | Sell |
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|
2024
Q3 | $267K | Buy |
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $248K | Buy |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $236K | Buy |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $263K | Sell |
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|
2022
Q4 | $285K | Buy |
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|
2022
Q3 | $256K | Buy |
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|
2022
Q2 | $294K | Buy |
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|
2022
Q1 | $305K | Buy |
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|
2021
Q4 | $209K | Buy |
|