Aaron Wealth 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 | $497K | Buy |
4,209
+102
| +2% | +$12K | 0.05% | 236 |
|
|
2025
Q1 | $501K | Buy |
4,107
+306
| +8% | +$37.3K | 0.06% | 216 |
|
|
2024
Q4 | $410K | Buy |
3,801
+1,544
| +68% | +$166K | 0.05% | 249 |
|
|
2024
Q3 | $260K | Buy |
+2,257
| New | +$260K | 0.03% | 339 |
|
|
2022
Q2 | – | Sell |
-31,488
| Closed | -$282K | – | 378 |
|
|
2022
Q1 | $282K | Buy |
+31,488
| New | +$282K | ﹤0.01% | 691 |
|