Wealth Alliance’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 | $2.16M | Buy |
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|
2025
Q1 | $2.15M | Buy |
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|
2024
Q4 | $1.88M | Sell |
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|
2024
Q3 | $2.04M | Sell |
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|
2024
Q2 | $2.34M | Buy |
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|
2024
Q1 | $2.14M | Buy |
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|
2023
Q4 | $2.02M | Buy |
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|
2023
Q3 | $1.45M | Buy |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.33M | Buy |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $1.21M | Sell |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $935K | Sell |
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|
2021
Q2 | $957K | Buy |
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|
2021
Q1 | $788K | Sell |
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|
2020
Q4 | $803K | Buy |
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|
2020
Q3 | $728K | Buy |
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|
2020
Q2 | $628K | Buy |
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|
2020
Q1 | $625K | Buy |
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