Widmann Financial Services’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 | $1.27M | Buy |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $1.1M | Hold |
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|
2024
Q2 | $953K | Sell |
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|
2024
Q1 | $926K | Buy |
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|
2023
Q4 | $899K | Buy |
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|
2023
Q3 | $809K | Buy |
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|
2023
Q2 | $779K | Buy |
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|
2023
Q1 | $809K | Buy |
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|
2022
Q4 | $858K | Buy |
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|
2022
Q3 | $761K | Sell |
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|
2022
Q2 | $880K | Buy |
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|
2022
Q1 | $911K | Buy |
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|
2021
Q4 | $830K | Buy |
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