Adapt 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 | $785K | Sell |
6,650
-86
| -1% | -$10.1K | 0.35% | 34 |
|
|
2025
Q1 | $822K | Sell |
6,736
-209
| -3% | -$25.5K | 0.4% | 34 |
|
|
2024
Q4 | $748K | Buy |
6,945
+210
| +3% | +$22.6K | 0.37% | 37 |
|
|
2024
Q3 | $777K | Hold |
6,735
| – | – | 0.42% | 35 |
|
|
2024
Q2 | $675K | Buy |
6,735
+1,285
| +24% | +$129K | 0.42% | 37 |
|
|
2024
Q1 | $527K | Buy |
+5,450
| New | +$527K | 0.38% | 35 |
|