44 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 | $374K | Hold |
3,167
| – | – | 0.13% | 158 |
|
|
2025
Q1 | $386K | Hold |
3,167
| – | – | 0.15% | 148 |
|
|
2024
Q4 | $341K | Hold |
3,167
| – | – | 0.13% | 153 |
|
|
2024
Q3 | $382K | Buy |
+3,167
| New | +$382K | 0.13% | 151 |
|
|
2023
Q2 | $284K | Hold |
3,167
| – | – | 0.1% | 139 |
|
|
2023
Q1 | $306K | Hold |
3,167
| – | – | 0.1% | 141 |
|
|
2022
Q4 | $326K | Hold |
3,167
| – | – | 0.11% | 138 |
|
|
2022
Q3 | $295K | Hold |
3,167
| – | – | 0.12% | 138 |
|
|
2022
Q2 | $340K | Hold |
3,167
| – | – | 0.13% | 125 |
|
|
2022
Q1 | $354K | Hold |
3,167
| – | – | 0.13% | 132 |
|
|
2021
Q4 | $332K | Hold |
3,167
| – | – | 0.12% | 140 |
|
|
2021
Q3 | $309K | Hold |
3,167
| – | – | 0.12% | 133 |
|
|
2021
Q2 | $313K | Sell |
3,167
-460
| -13% | -$45.5K | 0.12% | 134 |
|
|
2021
Q1 | $350K | Hold |
3,627
| – | – | 0.15% | 123 |
|
|
2020
Q4 | $332K | Buy |
+3,627
| New | +$332K | 0.15% | 115 |
|