AA Financial Advisors’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 | $870K | Buy |
7,377
+1,107
| +18% | +$131K | 0.19% | 76 |
|
|
2025
Q1 | $765K | Buy |
6,270
+181
| +3% | +$22.1K | 0.19% | 82 |
|
|
2024
Q4 | $656K | Buy |
6,089
+765
| +14% | +$82.4K | 0.17% | 84 |
|
|
2024
Q3 | $614K | Buy |
5,324
+344
| +7% | +$39.7K | 0.18% | 88 |
|
|
2024
Q2 | $499K | Buy |
4,980
+703
| +16% | +$70.5K | 0.18% | 99 |
|
|
2024
Q1 | $414K | Buy |
+4,277
| New | +$414K | 0.17% | 101 |
|