Western Pacific Wealth Management’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 | $62.3K | Hold |
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|
2025
Q2 | $59.4K | Sell |
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|
2025
Q1 | $95.5K | Hold |
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|
2024
Q4 | $84.3K | Sell |
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|
2024
Q3 | $240K | Sell |
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|
2024
Q2 | $217K | Sell |
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|
2024
Q1 | $225K | Buy |
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|
2023
Q4 | $226K | Buy |
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|
2023
Q3 | $147K | Buy |
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|
2023
Q2 | $131K | Buy |
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|
2023
Q1 | $122K | Buy |
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|
2022
Q4 | $122K | Buy |
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|
2022
Q3 | $83K | Buy |
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|
2022
Q2 | $41K | Hold |
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|
2022
Q1 | $43K | Hold |
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|
2021
Q4 | $40K | Buy |
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