World Equity 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
$349K Sell
2025
Q2
$392K Sell
2025
Q1
$456K Buy
2024
Q4
$349K Sell
2024
Q3
$424K Sell
2024
Q2
$419K Sell
2024
Q1
$428K Sell
2023
Q4
$451K Sell
2023
Q3
$492K Buy
2023
Q2
$427K Buy
2023
Q1
Sell
2022
Q4
$507K Sell
2022
Q3
$458K Sell
2022
Q2
$561K Buy
2022
Q1
$545K Buy