1900 Wealth Management’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 | $270K | Buy |
2,287
+11
| +0.5% | +$1.3K | 0.02% | 192 |
|
|
2025
Q1 | $278K | Buy |
2,276
+1
| +0% | +$122 | 0.02% | 192 |
|
|
2024
Q4 | $245K | Sell |
2,275
-66
| -3% | -$7.11K | 0.02% | 201 |
|
|
2024
Q3 | $270K | Buy |
2,341
+66
| +3% | +$7.61K | 0.02% | 196 |
|
|
2024
Q2 | $228K | Hold |
2,275
| – | – | 0.02% | 209 |
|
|
2024
Q1 | $220K | Buy |
2,275
+189
| +9% | +$18.3K | 0.02% | 228 |
|
|
2023
Q4 | $202K | Sell |
2,086
-513
| -20% | -$49.8K | 0.02% | 288 |
|
|
2023
Q3 | $229K | Buy |
+2,599
| New | +$229K | 0.02% | 272 |
|
|
2023
Q2 | – | Sell |
-2,356
| Closed | -$240K | – | 245 |
|
|
2023
Q1 | $240K | Buy |
+2,356
| New | +$240K | 0.03% | 212 |
|
|
2022
Q3 | – | Sell |
-1,875
| Closed | -$201K | – | 224 |
|
|
2022
Q2 | $201K | Hold |
1,875
| – | – | 0.02% | 219 |
|
|
2022
Q1 | $209K | Buy |
+1,875
| New | +$209K | 0.02% | 233 |
|