Accurate 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 | $527K | Buy |
4,463
+104
| +2% | +$12.3K | 0.08% | 253 |
|
|
2025
Q1 | $518K | Sell |
4,359
-75
| -2% | -$8.92K | 0.1% | 202 |
|
|
2024
Q4 | $469K | Buy |
4,434
+58
| +1% | +$6.14K | 0.09% | 210 |
|
|
2024
Q3 | $513K | Buy |
4,376
+262
| +6% | +$30.7K | 0.1% | 192 |
|
|
2024
Q2 | $433K | Sell |
4,114
-286
| -7% | -$30.1K | 0.1% | 182 |
|
|
2024
Q1 | $432K | Sell |
4,400
-277
| -6% | -$27.2K | 0.13% | 162 |
|
|
2023
Q4 | $454K | Sell |
4,677
-329
| -7% | -$32K | 0.14% | 147 |
|
|
2023
Q3 | $445K | Buy |
5,006
+368
| +8% | +$32.7K | 0.14% | 147 |
|
|
2023
Q2 | $431K | Sell |
4,638
-409
| -8% | -$38K | 0.13% | 154 |
|
|
2023
Q1 | $500K | Sell |
5,047
-397
| -7% | -$39.4K | 0.17% | 135 |
|
|
2022
Q4 | $574K | Buy |
5,444
+2,587
| +91% | +$273K | 0.21% | 90 |
|
|
2022
Q3 | $255K | Sell |
2,857
-2,166
| -43% | -$193K | 0.11% | 151 |
|
|
2022
Q2 | $538K | Sell |
5,023
-238
| -5% | -$25.5K | 0.29% | 72 |
|
|
2022
Q1 | $587K | Buy |
5,261
+173
| +3% | +$19.3K | 0.26% | 79 |
|
|
2021
Q4 | $532K | Buy |
5,088
+13
| +0.3% | +$1.36K | 0.43% | 60 |
|
|
2021
Q3 | $499K | Buy |
5,075
+68
| +1% | +$6.69K | 0.43% | 63 |
|
|
2021
Q2 | $494K | Buy |
+5,007
| New | +$494K | 0.43% | 57 |
|