WBH Advisory’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 | $525K | Buy |
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|
2025
Q2 | $479K | Sell |
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|
2025
Q1 | $520K | Sell |
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|
2024
Q4 | $482K | Sell |
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|
2024
Q3 | $592K | Sell |
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|
2024
Q2 | $541K | Sell |
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|
2024
Q1 | $558K | Sell |
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|
2023
Q4 | $603K | Sell |
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|
2023
Q3 | $554K | Sell |
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|
2023
Q2 | $586K | Sell |
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|
2023
Q1 | $668K | Buy |
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|
2022
Q3 | $679K | Buy |
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|
2022
Q2 | $787K | Sell |
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|
2022
Q1 | $846K | Sell |
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|
2021
Q4 | $809K | Buy |
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|
2021
Q3 | $752K | Buy |
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|
2021
Q2 | $805K | Sell |
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|
2021
Q1 | $801K | Sell |
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|
2020
Q4 | $774K | Sell |
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|
2020
Q3 | $759K | Sell |
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|
2020
Q2 | $694K | Buy |
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|
2020
Q1 | $696 | Sell |
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|
2019
Q4 | $789K | Sell |
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|
2019
Q3 | $967K | Buy |
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|
2019
Q2 | $796K | Sell |
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|
2019
Q1 | $850K | Sell |
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|
2018
Q4 | $828 | Buy |
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|
2018
Q3 | $749K | Sell |
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|
2018
Q2 | $747K | Sell |
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|
2018
Q1 | $743K | Sell |
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|
2017
Q4 | $821K | Sell |
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|
2017
Q3 | $833K | Sell |
|
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|
2017
Q2 | $837K | Sell |
|
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|
2017
Q1 | $821K | Sell |
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|
2016
Q4 | $783K | Sell |
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|
2016
Q3 | $835K | Sell |
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|
2016
Q2 | $931K | Sell |
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|
2016
Q1 | $893K | Sell |
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|
2015
Q4 | $793 | Sell |
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|
2015
Q3 | $806K | Sell |
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|
2015
Q2 | $794K | Sell |
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|
2015
Q1 | $1.06K | Sell |
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|
2014
Q4 | $1.16M | Sell |
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|
2014
Q3 | $1.1M | Sell |
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|
2014
Q2 | $1.11M | Sell |
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|
2014
Q1 | $1.08M | Sell |
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|
2013
Q4 | $1.08M | Buy |
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|
2013
Q3 | $991K | Buy |
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|
2013
Q2 | $942K | Buy |
|