Wealthspire Advisors (New York)’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 | $2.68M | Sell |
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|
2025
Q1 | $2.78M | Sell |
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|
2024
Q4 | $2.6M | Sell |
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|
2024
Q3 | $2.95M | Sell |
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|
2024
Q2 | $2.63M | Sell |
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|
2024
Q1 | $2.57M | Sell |
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|
2023
Q4 | $2.69M | Buy |
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|
2023
Q3 | $2.04M | Buy |
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|
2023
Q2 | $962K | Sell |
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $845K | Buy |
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|
2022
Q2 | $972K | Buy |
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|
2022
Q1 | $874K | Sell |
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|
2021
Q4 | $1.29M | Sell |
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|
2021
Q3 | $1.69M | Buy |
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|
2021
Q2 | $486K | Sell |
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|
2021
Q1 | $1.61M | Buy |
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|
2020
Q4 | $1.09M | Buy |
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|
2020
Q3 | $490K | Sell |
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|
2020
Q2 | $490K | Sell |
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|
2020
Q1 | $1.01M | Buy |
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|
2019
Q4 | $334K | Buy |
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|
2019
Q3 | $214K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $43K | Buy |
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