Wolff Financial 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
Q3 | $595K | Sell |
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|
2025
Q2 | $569K | Buy |
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|
2025
Q1 | $587K | Hold |
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|
2024
Q4 | $518K | Hold |
|
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|
2024
Q3 | $555K | Hold |
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|
2024
Q2 | $482K | Hold |
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|
2024
Q1 | $465K | Hold |
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|
2023
Q4 | $467K | Hold |
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|
2023
Q3 | $425K | Hold |
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|
2023
Q2 | $432K | Hold |
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|
2023
Q1 | $464K | Hold |
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|
2022
Q4 | $495K | Hold |
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|
2022
Q3 | $447K | Hold |
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|
2022
Q2 | $516K | Hold |
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|
2022
Q1 | $537K | Hold |
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|
2021
Q4 | $505K | Hold |
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|
2021
Q3 | $469K | Buy |
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|
2021
Q1 | $464K | Buy |
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|
2020
Q4 | $316K | Hold |
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|
2020
Q3 | $306K | Hold |
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|
2020
Q2 | $276K | Hold |
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|
2020
Q1 | $280K | Hold |
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|
2019
Q4 | $315K | Buy |
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|
2019
Q3 | $275K | Buy |
|