Williams Jones 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
Q2 | $1.42M | Sell |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.35M | Buy |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $1.34M | Sell |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $1.57M | Buy |
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|
2022
Q1 | $1.38M | Sell |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | $1.21M | Sell |
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|
2021
Q2 | $1.24M | Buy |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $1.64M | Sell |
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|
2020
Q3 | $1.86M | Buy |
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|
2020
Q2 | $1.41M | Buy |
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|
2020
Q1 | $1.31M | Buy |
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|
2019
Q4 | $875K | Buy |
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|
2019
Q3 | $889K | Buy |
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