Alaethes 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 | $1.66M | Buy |
+14,051
| New | +$1.66M | 0.5% | 69 |
|
|
2024
Q3 | – | Sell |
-2,720
| Closed | -$273K | – | 115 |
|
|
2024
Q2 | $273K | Hold |
2,720
| – | – | 0.11% | 99 |
|
|
2024
Q1 | $263K | Hold |
2,720
| – | – | 0.12% | 103 |
|
|
2023
Q4 | $264K | Sell |
2,720
-35
| -1% | -$3.4K | 0.12% | 104 |
|
|
2023
Q3 | $243K | Buy |
+2,755
| New | +$243K | 0.13% | 101 |
|
|
2023
Q2 | – | Sell |
-3,130
| Closed | -$302K | – | 110 |
|
|
2023
Q1 | $302K | Buy |
3,130
+468
| +18% | +$45.1K | 0.18% | 98 |
|
|
2022
Q4 | $274K | Hold |
2,662
| – | – | 0.19% | 91 |
|
|
2022
Q3 | $248K | Hold |
2,662
| – | – | 0.18% | 94 |
|
|
2022
Q2 | $285K | Hold |
2,662
| – | – | 0.21% | 91 |
|
|
2022
Q1 | $297K | Hold |
2,662
| – | – | 0.19% | 93 |
|
|
2021
Q4 | $279K | Sell |
2,662
-2,064
| -44% | -$216K | 0.18% | 90 |
|
|
2021
Q3 | $461K | Sell |
4,726
-314
| -6% | -$30.6K | 0.34% | 79 |
|
|
2021
Q2 | $498K | Hold |
5,040
| – | – | 0.38% | 75 |
|
|
2021
Q1 | $487K | Buy |
+5,040
| New | +$487K | 0.45% | 74 |
|