WestEnd 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
Q3 | $11.1K | Buy |
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|
2025
Q2 | $6.45K | Sell |
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|
2025
Q1 | $25.8K | Sell |
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|
2024
Q4 | $455K | Sell |
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|
2024
Q3 | $45.2M | Buy |
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|
2024
Q2 | $39.1M | Buy |
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|
2024
Q1 | $36.2M | Buy |
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|
2023
Q4 | $33.7M | Sell |
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|
2023
Q3 | $32.9M | Buy |
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|
2023
Q2 | $28.9M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $29.8M | Sell |
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|
2022
Q3 | $29.3M | Buy |
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|
2022
Q2 | $857 | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $19.1K | Sell |
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|
2019
Q4 | $31.5M | Sell |
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|
2019
Q3 | $35.4M | Sell |
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|
2019
Q2 | $34.2M | Sell |
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|
2019
Q1 | $36M | Buy |
|