Wealth Enhancement Advisory Services’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 | $79.7M | Buy |
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|
2025
Q1 | $77M | Buy |
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|
2024
Q4 | $61.8M | Sell |
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|
2024
Q3 | $68.7M | Buy |
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|
2024
Q2 | $46.7M | Buy |
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|
2024
Q1 | $42.1M | Buy |
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|
2023
Q4 | $40.9M | Buy |
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|
2023
Q3 | $36.9M | Buy |
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|
2023
Q2 | $1.98M | Buy |
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|
2023
Q1 | $2.07M | Sell |
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|
2022
Q4 | $4.95M | Buy |
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|
2022
Q3 | $2.48M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $9.67M | Buy |
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|
2021
Q4 | $8.6M | Buy |
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|
2021
Q3 | $1.26M | Sell |
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|
2021
Q2 | $4.13M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $4.36M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.92M | Sell |
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|
2017
Q3 | $2.38M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $833K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.99M | Buy |
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|
2016
Q1 | $1.66M | Buy |
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|
2015
Q4 | $1.46M | Buy |
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|
2015
Q3 | $1.27M | Buy |
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|
2015
Q2 | $1.07M | Buy |
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|
2015
Q1 | $1.02M | Buy |
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|
2014
Q4 | $982K | Buy |
|