Wealthquest’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 | $421K | Sell |
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|
2025
Q1 | $547K | Sell |
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|
2024
Q4 | $491K | Buy |
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|
2024
Q3 | $521K | Sell |
|
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|
2024
Q2 | $611K | Hold |
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|
2024
Q1 | $589K | Sell |
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|
2023
Q4 | $605K | Sell |
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|
2023
Q3 | $568K | Buy |
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|
2023
Q2 | $370K | Buy |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $252K | Sell |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $277K | Buy |
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|
2022
Q1 | $262K | Hold |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $207K | Sell |
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|
2021
Q1 | $204K | Buy |
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|
2019
Q4 | $334K | Buy |
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|
2019
Q3 | $347K | Sell |
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|
2019
Q2 | $349K | Sell |
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|
2019
Q1 | $553K | Sell |
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|
2018
Q4 | $537K | Buy |
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|
2015
Q3 | $305K | Buy |
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|
2015
Q2 | $296K | Buy |
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|
2015
Q1 | $320K | Buy |
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|
2014
Q4 | $346K | Buy |
|