American Capital Advisory’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 | $21.6K | Buy |
183
+3
| +2% | +$354 | 0.01% | 258 |
|
|
2025
Q1 | $22K | Buy |
180
+14
| +8% | +$1.71K | 0.01% | 254 |
|
|
2024
Q4 | $17.9K | Hold |
166
| – | – | 0.01% | 261 |
|
|
2024
Q3 | $19.1K | Hold |
166
| – | – | 0.01% | 251 |
|
|
2024
Q2 | $16.1K | Sell |
166
-7
| -4% | -$679 | 0.01% | 233 |
|
|
2024
Q1 | $16.7K | Buy |
173
+7
| +4% | +$675 | 0.01% | 207 |
|
|
2023
Q4 | $16.1K | Buy |
+166
| New | +$16.1K | 0.01% | 233 |
|