Visionary 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
Q2 | $7.3M | Buy |
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|
2025
Q1 | $770K | Buy |
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|
2024
Q4 | $673K | Sell |
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|
2024
Q3 | $728K | Buy |
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|
2024
Q2 | $623K | Buy |
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|
2024
Q1 | $581K | Sell |
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|
2023
Q4 | $586K | Hold |
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|
2023
Q3 | $533K | Sell |
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|
2023
Q2 | $545K | Buy |
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|
2023
Q1 | $578K | Buy |
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|
2022
Q4 | $510K | Buy |
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|
2022
Q3 | $454K | Buy |
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|
2022
Q2 | $522K | Sell |
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|
2022
Q1 | $545K | Buy |
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|
2021
Q4 | $510K | Hold |
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|
2021
Q3 | $475K | Sell |
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|
2021
Q2 | $484K | Sell |
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|
2021
Q1 | $505K | Sell |
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|
2020
Q4 | $494K | Buy |
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|
2020
Q3 | $472K | Buy |
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|
2020
Q2 | $382K | Sell |
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|
2020
Q1 | $387K | Buy |
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|
2019
Q4 | $380K | Buy |
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