West Family Investments’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 | $981K | Buy |
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|
2025
Q1 | $809K | Sell |
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|
2024
Q4 | $757K | Sell |
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|
2024
Q3 | $840K | Buy |
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|
2024
Q2 | $684K | Hold |
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|
2024
Q1 | $660K | Buy |
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|
2023
Q4 | $598K | Buy |
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|
2023
Q3 | $302K | Sell |
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|
2023
Q2 | $841K | Buy |
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|
2023
Q1 | $230K | Sell |
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|
2022
Q4 | $634K | Buy |
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|
2022
Q3 | $537K | Sell |
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|
2022
Q2 | $687K | Sell |
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|
2022
Q1 | $745K | Buy |
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|
2021
Q4 | $240K | Sell |
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|
2021
Q3 | $838K | Buy |
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|
2021
Q2 | $450K | Buy |
|