Waldron Private Wealth’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
Q1 | – | Sell |
|
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|
2024
Q4 | $382K | Buy |
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|
2024
Q3 | $396K | Buy |
|
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|
2024
Q2 | $331K | Buy |
|
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|
2024
Q1 | $307K | Sell |
|
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|
2023
Q4 | $308K | Sell |
|
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|
2023
Q3 | $304K | Sell |
|
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|
2023
Q2 | $468K | Buy |
|
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|
2023
Q1 | $425K | Buy |
|
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|
2022
Q4 | $244K | Hold |
|
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|
2022
Q3 | $244K | Buy |
|
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|
2022
Q2 | $280K | Buy |
|
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|
2022
Q1 | $230K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $216K | Buy |
|