WealthPlan Investment Management’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 | $620K | Buy |
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|
2025
Q2 | $583K | Sell |
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|
2025
Q1 | $620K | Sell |
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|
2024
Q4 | $551K | Buy |
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|
2024
Q3 | $363K | Hold |
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|
2024
Q2 | $316K | Hold |
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|
2024
Q1 | $305K | Hold |
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|
2023
Q4 | $306K | Sell |
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|
2023
Q3 | $307K | Buy |
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|
2023
Q2 | $6.19K | Sell |
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|
2023
Q1 | $304K | Sell |
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|
2022
Q4 | $820K | Buy |
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|
2022
Q3 | $696K | Buy |
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|
2022
Q1 | $783K | Buy |
|