Apexium Financial’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 | $633K | Buy |
5,368
+130
| +2% | +$15.3K | 0.03% | 161 |
|
|
2025
Q1 | $639K | Sell |
5,238
-105
| -2% | -$12.8K | 0.04% | 151 |
|
|
2024
Q4 | $576K | Buy |
5,343
+210
| +4% | +$22.6K | 0.03% | 151 |
|
|
2024
Q3 | $592K | Sell |
5,133
-42
| -0.8% | -$4.84K | 0.04% | 127 |
|
|
2024
Q2 | $519K | Buy |
5,175
+43
| +0.8% | +$4.31K | 0.04% | 136 |
|
|
2024
Q1 | $496K | Hold |
5,132
| – | – | 0.04% | 142 |
|
|
2023
Q4 | $498K | Buy |
5,132
+50
| +1% | +$4.85K | 0.04% | 169 |
|
|
2023
Q3 | $449K | Buy |
5,082
+181
| +4% | +$16K | 0.05% | 137 |
|
|
2023
Q2 | $440K | Buy |
4,901
+200
| +4% | +$17.9K | 0.04% | 144 |
|
|
2023
Q1 | $454K | Buy |
4,701
+23
| +0.5% | +$2.22K | 0.04% | 136 |
|
|
2022
Q4 | $482K | Sell |
4,678
-13
| -0.3% | -$1.34K | 0.05% | 134 |
|
|
2022
Q3 | $436K | Buy |
+4,691
| New | +$436K | 0.05% | 130 |
|