Advisor Resource Council’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 | – | Sell |
-2,906
| Closed | -$354K | – | 275 |
|
|
2025
Q1 | $354K | Buy |
+2,906
| New | +$354K | 0.03% | 430 |
|
|
2024
Q1 | – | Sell |
-2,534
| Closed | -$246K | – | 304 |
|
|
2023
Q4 | $246K | Buy |
+2,534
| New | +$246K | 0.03% | 398 |
|
|
2022
Q3 | – | Sell |
-2,860
| Closed | -$306K | – | 235 |
|
|
2022
Q2 | $306K | Buy |
+2,860
| New | +$306K | 0.03% | 374 |
|
|
2022
Q1 | – | Sell |
-2,593
| Closed | -$272K | – | 291 |
|
|
2021
Q4 | $272K | Buy |
+2,593
| New | +$272K | 0.02% | 465 |
|