West Paces 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 | $370K | Sell |
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|
2025
Q1 | $383K | Sell |
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|
2024
Q4 | $391K | Sell |
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|
2024
Q3 | $426K | Buy |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $250K | Sell |
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|
2023
Q4 | $347K | Hold |
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|
2023
Q3 | $316K | Sell |
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|
2023
Q2 | $383K | Sell |
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|
2023
Q1 | $423K | Sell |
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|
2022
Q4 | $452K | Hold |
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|
2022
Q3 | $409K | Sell |
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|
2022
Q2 | $473K | Buy |
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|
2022
Q1 | $259K | Sell |
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|
2021
Q4 | $302K | Sell |
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|
2021
Q3 | $356K | Buy |
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|
2021
Q2 | $241K | Buy |
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|
2021
Q1 | $211K | Buy |
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|
2020
Q4 | $115K | Hold |
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|
2020
Q3 | $111K | Sell |
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|
2020
Q2 | $102K | Sell |
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|
2020
Q1 | $106K | Sell |
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|
2019
Q4 | $166K | Buy |
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|
2019
Q3 | $159K | Hold |
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|
2019
Q2 | $146K | Hold |
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|
2019
Q1 | $149K | Sell |
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|
2018
Q4 | $152K | Hold |
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|
2018
Q3 | $141K | Hold |
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|
2018
Q2 | $139K | Sell |
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|
2018
Q1 | $160K | Buy |
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|
2017
Q4 | $110K | Hold |
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|
2017
Q3 | $110K | Hold |
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|
2017
Q2 | $109K | Hold |
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|
2017
Q1 | $107K | Sell |
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|
2016
Q4 | $108K | Buy |
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