WBI Investments’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
$303K Buy
2014
Q3
Sell
2014
Q2
$16.9M Sell
2014
Q1
$16.5M Sell
2013
Q4
$18.1M Sell
2013
Q3
$20.4M Sell
2013
Q2
$21.8M Buy