Winthrop Advisory 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
Q3 | $260K | Sell |
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|
2025
Q2 | $250K | Buy |
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|
2025
Q1 | $254K | Sell |
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|
2024
Q4 | $226K | Buy |
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|
2024
Q3 | $241K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $241K | Sell |
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|
2022
Q1 | $293K | Buy |
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|
2021
Q4 | $233K | Sell |
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|
2021
Q3 | $221K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $318K | Buy |
|