Allen Wealth Management’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 | $1.32M | Sell |
11,152
-155
| -1% | -$18.3K | 0.92% | 23 |
|
|
2025
Q1 | $1.38M | Sell |
11,307
-186
| -2% | -$22.7K | 0.95% | 23 |
|
|
2024
Q4 | $1.24M | Sell |
11,493
-800
| -7% | -$86.2K | 0.89% | 25 |
|
|
2024
Q3 | $1.42M | Buy |
12,293
+195
| +2% | +$22.5K | 0.98% | 24 |
|
|
2024
Q2 | $1.21M | Buy |
12,098
+477
| +4% | +$47.8K | 1.08% | 24 |
|
|
2024
Q1 | $1.12M | Hold |
11,621
| – | – | 0.99% | 27 |
|
|
2023
Q4 | $1.13M | Buy |
+11,621
| New | +$1.13M | 1.1% | 24 |
|