Wagner Wealth Management (South Carolina)’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
Q4 | $2.04M | Buy |
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|
2025
Q3 | $2.09M | Buy |
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|
2025
Q2 | $1.83M | Buy |
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|
2025
Q1 | $1.83M | Buy |
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|
2024
Q4 | $1.59M | Buy |
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|
2024
Q3 | $1.65M | Sell |
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|
2024
Q2 | $1.99M | Buy |
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|
2024
Q1 | $1.71M | Buy |
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|
2023
Q4 | $1.69M | Buy |
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|
2023
Q3 | $1.49M | Buy |
|
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.44M | Buy |
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|
2022
Q4 | $1.47M | Buy |
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|
2022
Q3 | $1.03M | Sell |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $977K | Sell |
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|
2021
Q2 | $962K | Sell |
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|
2021
Q1 | $955K | Buy |
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|
2020
Q4 | $826K | Buy |
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|
2018
Q3 | $276K | Buy |
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|
2018
Q2 | $218K | Buy |
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|
2018
Q1 | $165K | Buy |
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|
2017
Q4 | $164K | Buy |
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