Wedmont Private Capital’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 | $2.03M | Buy |
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|
2025
Q2 | $1.75M | Buy |
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|
2025
Q1 | $1.71M | Buy |
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|
2024
Q4 | $1.47M | Buy |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $906K | Buy |
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|
2023
Q4 | $872K | Buy |
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|
2023
Q3 | $691K | Sell |
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|
2023
Q2 | $770K | Buy |
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|
2023
Q1 | $750K | Buy |
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|
2022
Q4 | $709K | Sell |
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|
2022
Q3 | $641K | Buy |
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|
2022
Q2 | $653K | Buy |
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|
2022
Q1 | $362K | Buy |
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|
2021
Q4 | $299K | Buy |
|