WFA Asset 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
Q2 | $34.6K | Buy |
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|
2025
Q1 | $33.2K | Sell |
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|
2024
Q4 | $37.5K | Buy |
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|
2024
Q3 | $40K | Buy |
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|
2024
Q2 | $34.6K | Buy |
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|
2024
Q1 | $33.2K | Buy |
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|
2023
Q4 | $33.1K | Sell |
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|
2023
Q3 | $98.6K | Buy |
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|
2023
Q2 | $99.5K | Buy |
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|
2023
Q1 | $106K | Buy |
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|
2022
Q4 | $113K | Buy |
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|
2022
Q3 | $83.8K | Buy |
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|
2022
Q2 | $79.2K | Hold |
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|
2022
Q1 | $82.5K | Hold |
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|
2021
Q4 | $77.5K | Buy |
|