1 North Wealth Services’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6K | Hold |
183
| – | – | 0.01% | 114 |
|
|
2025
Q1 | $22.3K | Buy |
+183
| New | +$22.3K | 0.01% | 110 |
|
|
2019
Q4 | $109K | Buy |
1,190
+998
| +520% | +$91.4K | 0.07% | 72 |
|
|
2019
Q3 | $18K | Buy |
+192
| New | +$18K | 0.01% | 123 |
|
|
2019
Q1 | $3K | Hold |
33
| – | – | ﹤0.01% | 231 |
|
|
2018
Q4 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 225 |
|