Acima Private Wealth’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 | $13K | Sell |
110
-258
| -70% | -$30.4K | ﹤0.01% | 165 |
|
|
2025
Q1 | $44.9K | Hold |
368
| – | – | 0.02% | 151 |
|
|
2024
Q4 | $39.6K | Hold |
368
| – | – | 0.01% | 156 |
|
|
2024
Q3 | $42.4K | Hold |
368
| – | – | 0.01% | 156 |
|
|
2024
Q2 | $36.9K | Hold |
368
| – | – | 0.01% | 156 |
|
|
2024
Q1 | $35.6K | Hold |
368
| – | – | 0.01% | 161 |
|
|
2023
Q4 | $35.7K | Hold |
368
| – | – | 0.01% | 170 |
|
|
2023
Q3 | $32.5K | Hold |
368
| – | – | 0.01% | 171 |
|
|
2023
Q2 | $33K | Sell |
368
-50
| -12% | -$4.49K | 0.02% | 176 |
|
|
2023
Q1 | $40.3K | Buy |
418
+50
| +14% | +$4.82K | 0.02% | 175 |
|
|
2022
Q4 | $37.9K | Hold |
368
| – | – | 0.02% | 166 |
|
|
2022
Q3 | $34.2K | Hold |
368
| – | – | 0.02% | 168 |
|
|
2022
Q2 | $39.5K | Hold |
368
| – | – | 0.02% | 167 |
|
|
2022
Q1 | $41K | Hold |
368
| – | – | 0.02% | 177 |
|
|
2021
Q4 | $39K | Hold |
368
| – | – | 0.02% | 180 |
|
|
2021
Q3 | $36K | Hold |
368
| – | – | 0.02% | 172 |
|
|
2021
Q2 | $36K | Hold |
368
| – | – | 0.02% | 167 |
|
|
2021
Q1 | $36K | Hold |
368
| – | – | 0.02% | 166 |
|
|
2020
Q4 | $34K | Hold |
368
| – | – | 0.02% | 169 |
|
|
2020
Q3 | $33K | Hold |
368
| – | – | 0.02% | 164 |
|
|
2020
Q2 | $29K | Hold |
368
| – | – | 0.02% | 181 |
|
|
2020
Q1 | $30K | Hold |
368
| – | – | 0.02% | 180 |
|
|
2019
Q4 | $34K | Buy |
+368
| New | +$34K | 0.02% | 204 |
|