Accel 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 | $383K | Buy |
3,242
+445
| +16% | +$52.5K | 0.13% | 167 |
|
|
2025
Q1 | $341K | Sell |
2,797
-263
| -9% | -$32.1K | 0.12% | 173 |
|
|
2024
Q4 | $330K | Sell |
3,060
-722
| -19% | -$77.8K | 0.13% | 173 |
|
|
2024
Q3 | $436K | Sell |
3,782
-76
| -2% | -$8.76K | 0.16% | 140 |
|
|
2024
Q2 | $387K | Buy |
3,858
+165
| +4% | +$16.5K | 0.15% | 141 |
|
|
2024
Q1 | $357K | Sell |
3,693
-25
| -0.7% | -$2.42K | 0.15% | 140 |
|
|
2023
Q4 | $361K | Sell |
3,718
-16
| -0.4% | -$1.55K | 0.18% | 124 |
|
|
2023
Q3 | $330K | Sell |
3,734
-289
| -7% | -$25.5K | 0.18% | 116 |
|
|
2023
Q2 | $361K | Buy |
4,023
+3
| +0.1% | +$269 | 0.2% | 112 |
|
|
2023
Q1 | $388K | Buy |
4,020
+31
| +0.8% | +$2.99K | 0.16% | 138 |
|
|
2022
Q4 | $411K | Sell |
3,989
-41
| -1% | -$4.22K | 0.2% | 98 |
|
|
2022
Q3 | $391K | Buy |
4,030
+47
| +1% | +$4.56K | 0.21% | 101 |
|
|
2022
Q2 | $428K | Buy |
3,983
+31
| +0.8% | +$3.33K | 0.25% | 87 |
|
|
2022
Q1 | $446K | Buy |
3,952
+29
| +0.7% | +$3.27K | 0.23% | 88 |
|
|
2021
Q4 | $412K | Buy |
3,923
+217
| +6% | +$22.8K | 0.2% | 89 |
|
|
2021
Q3 | $362K | Sell |
3,706
-32
| -0.9% | -$3.13K | 0.23% | 78 |
|
|
2021
Q2 | $369K | Sell |
3,738
-673
| -15% | -$66.4K | 0.24% | 79 |
|
|
2021
Q1 | $426K | Sell |
4,411
-32
| -0.7% | -$3.09K | 0.35% | 61 |
|
|
2020
Q4 | $407K | Buy |
+4,443
| New | +$407K | 0.38% | 58 |
|