White Lighthouse Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $417K | Hold |
|
|||||
|
2024
Q1 | $402K | Buy |
|
|||||
|
2023
Q4 | $404K | Hold |
|
|||||
|
2023
Q3 | $367K | Hold |
|
|||||
|
2023
Q2 | $373K | Hold |
|
|||||
|
2023
Q1 | $401K | Hold |
|
|||||
|
2022
Q4 | $428K | Hold |
|
|||||
|
2022
Q3 | $387K | Hold |
|
|||||
|
2022
Q2 | $446K | Hold |
|
|||||
|
2022
Q1 | $465K | Hold |
|
|||||
|
2021
Q4 | $436K | Hold |
|
|||||
|
2021
Q3 | $406K | Hold |
|
|||||
|
2021
Q2 | $411K | Sell |
|
|||||
|
2021
Q1 | $422K | Hold |
|
|||||
|
2020
Q4 | $400K | Hold |
|
|||||
|
2020
Q3 | $387K | Hold |
|
|||||
|
2020
Q2 | $349K | Buy |
|