Wills Financial Group’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 | $807K | Buy |
|
|||||
|
2025
Q1 | $834K | Sell |
|
|||||
|
2024
Q4 | $740K | Sell |
|
|||||
|
2024
Q3 | $796K | Buy |
|
|||||
|
2024
Q2 | $662K | Buy |
|
|||||
|
2024
Q1 | $607K | Sell |
|
|||||
|
2023
Q4 | $613K | Sell |
|
|||||
|
2023
Q3 | $596K | Sell |
|
|||||
|
2023
Q2 | $678K | Buy |
|
|||||
|
2023
Q1 | $678K | Buy |
|
|||||
|
2022
Q4 | $723K | Sell |
|
|||||
|
2022
Q3 | $677K | Buy |
|
|||||
|
2022
Q2 | $695K | Buy |
|
|||||
|
2022
Q1 | $614K | Buy |
|
|||||
|
2021
Q4 | $538K | Buy |
|
|||||
|
2021
Q3 | $500K | Buy |
|
|||||
|
2021
Q2 | $455K | Buy |
|
|||||
|
2021
Q1 | $319K | Buy |
|
|||||
|
2020
Q4 | $303K | Buy |
|