Wealth Quarterback’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 | $322K | Buy |
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|
2025
Q2 | $305K | Buy |
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|
2025
Q1 | $299K | Buy |
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|
2024
Q4 | $262K | Buy |
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|
2024
Q3 | $279K | Sell |
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|
2024
Q2 | $246K | Sell |
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|
2024
Q1 | $241K | Buy |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $214K | Sell |
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|
2023
Q2 | $245K | Sell |
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|
2023
Q1 | $265K | Sell |
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|
2022
Q4 | $708K | Buy |
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|
2022
Q3 | $221K | Buy |
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|
2022
Q2 | $253K | Buy |
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|
2021
Q3 | $220K | Buy |
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|
2021
Q2 | $224K | Buy |
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|
2020
Q4 | $227K | Sell |
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|
2020
Q3 | $463K | Hold |
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|
2020
Q2 | $463K | Sell |
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|
2020
Q1 | $480K | Sell |
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|
2019
Q4 | $593K | Buy |
|