Accordant Advisory Group’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
$11.8K Sell
100
-12
-11% -$1.42K 0.01% 127
2025
Q1
$13.7K Hold
112
0.01% 107
2024
Q4
$12.1K Hold
112
0.01% 115
2024
Q3
$12.9K Buy
112
+12
+12% +$1.38K 0.01% 117
2024
Q2
$10K Buy
+100
New +$10K 0.01% 124