Advantage Trust Company’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 | $121K | Buy |
1,029
+630
| +158% | +$74.3K | 0.06% | 78 |
|
|
2025
Q1 | $48.7K | Sell |
399
-665
| -63% | -$81.1K | 0.03% | 100 |
|
|
2024
Q4 | $115K | Buy |
1,064
+35
| +3% | +$3.77K | 0.07% | 65 |
|
|
2024
Q3 | $119K | Hold |
1,029
| – | – | 0.08% | 62 |
|
|
2024
Q2 | $103K | Hold |
1,029
| – | – | 0.07% | 66 |
|
|
2024
Q1 | $99.5K | Hold |
1,029
| – | – | 0.07% | 69 |
|
|
2023
Q4 | $99.9K | Buy |
+1,029
| New | +$99.9K | 0.08% | 71 |
|