Alliance Wealth Advisors (Utah)’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 | $459K | Buy |
3,893
+87
| +2% | +$10.3K | 0.11% | 173 |
|
|
2025
Q1 | $464K | Sell |
3,806
-246
| -6% | -$30K | 0.12% | 165 |
|
|
2024
Q4 | $437K | Buy |
4,052
+89
| +2% | +$9.59K | 0.11% | 169 |
|
|
2024
Q3 | $457K | Buy |
3,963
+111
| +3% | +$12.8K | 0.12% | 160 |
|
|
2024
Q2 | $386K | Buy |
3,852
+213
| +6% | +$21.3K | 0.11% | 169 |
|
|
2024
Q1 | $352K | Buy |
3,639
+884
| +32% | +$85.5K | 0.11% | 180 |
|
|
2023
Q4 | $267K | Sell |
2,755
-82
| -3% | -$7.96K | 0.09% | 207 |
|
|
2023
Q3 | $250K | Buy |
2,837
+287
| +11% | +$25.3K | 0.09% | 200 |
|
|
2023
Q2 | $229K | Buy |
2,550
+219
| +9% | +$19.7K | 0.09% | 208 |
|
|
2023
Q1 | $225K | Buy |
2,331
+297
| +15% | +$28.7K | 0.09% | 212 |
|
|
2022
Q4 | $209K | Buy |
+2,034
| New | +$209K | 0.09% | 206 |
|