West Michigan Advisors’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 | $879K | Buy |
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|
2025
Q1 | $798K | Buy |
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|
2024
Q4 | $340K | Buy |
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|
2024
Q3 | $306K | Sell |
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|
2024
Q2 | $267K | Sell |
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|
2024
Q1 | $322K | Buy |
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|
2023
Q4 | $301K | Buy |
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|
2023
Q3 | $255K | Sell |
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|
2023
Q2 | $294K | Buy |
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|
2023
Q1 | $296K | Buy |
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|
2022
Q4 | $234K | Buy |
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $241K | Buy |
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|
2022
Q1 | $219K | Sell |
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|
2021
Q4 | $228K | Buy |
|