Apollon 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 | $5.02M | Sell |
42,541
-326
| -0.8% | -$38.5K | 0.1% | 180 |
|
|
2025
Q1 | $5.23M | Buy |
42,867
+1,327
| +3% | +$162K | 0.12% | 163 |
|
|
2024
Q4 | $4.48M | Buy |
41,540
+7,653
| +23% | +$825K | 0.1% | 177 |
|
|
2024
Q3 | $3.91M | Sell |
33,887
-419
| -1% | -$48.3K | 0.11% | 160 |
|
|
2024
Q2 | $3.44M | Buy |
34,306
+1,060
| +3% | +$106K | 0.1% | 175 |
|
|
2024
Q1 | $3.22M | Sell |
33,246
-7,842
| -19% | -$758K | 0.1% | 183 |
|
|
2023
Q4 | $3.99M | Buy |
41,088
+5,466
| +15% | +$530K | 0.14% | 144 |
|
|
2023
Q3 | $3.14M | Buy |
35,622
+2,545
| +8% | +$225K | 0.16% | 125 |
|
|
2023
Q2 | $2.97M | Buy |
33,077
+10,963
| +50% | +$984K | 0.14% | 151 |
|
|
2023
Q1 | $2.13M | Sell |
22,114
-5,306
| -19% | -$512K | 0.13% | 162 |
|
|
2022
Q4 | $2.82M | Buy |
27,420
+412
| +2% | +$42.4K | 0.2% | 107 |
|
|
2022
Q3 | $2.51M | Sell |
27,008
-373
| -1% | -$34.7K | 0.21% | 105 |
|
|
2022
Q2 | $2.94M | Buy |
27,381
+1,365
| +5% | +$146K | 0.24% | 87 |
|
|
2022
Q1 | $2.91M | Sell |
26,016
-1,193
| -4% | -$133K | 0.21% | 107 |
|
|
2021
Q4 | $2.85M | Buy |
27,209
+16,826
| +162% | +$1.76M | 0.21% | 108 |
|
|
2021
Q3 | $1.01M | Buy |
10,383
+1,750
| +20% | +$171K | 0.14% | 145 |
|
|
2021
Q2 | $852K | Sell |
8,633
-373
| -4% | -$36.8K | 0.15% | 126 |
|
|
2021
Q1 | $869K | Buy |
9,006
+4,738
| +111% | +$457K | 0.17% | 119 |
|
|
2020
Q4 | $391K | Sell |
4,268
-2,743
| -39% | -$251K | 0.11% | 136 |
|
|
2020
Q3 | $621K | Buy |
7,011
+2,071
| +42% | +$183K | 0.28% | 76 |
|
|
2020
Q2 | $395K | Buy |
4,940
+762
| +18% | +$60.9K | 0.22% | 63 |
|
|
2020
Q1 | $338K | Buy |
4,178
+846
| +25% | +$68.4K | 0.35% | 41 |
|
|
2019
Q4 | $304K | Sell |
3,332
-320
| -9% | -$29.2K | 0.27% | 51 |
|
|
2019
Q3 | $350K | Sell |
3,652
-523
| -13% | -$50.1K | 0.37% | 44 |
|
|
2019
Q2 | $368K | Hold |
4,175
| – | – | 0.42% | 35 |
|
|
2019
Q1 | $376K | Buy |
4,175
+819
| +24% | +$73.8K | 0.5% | 35 |
|
|
2018
Q4 | $295K | Buy |
+3,356
| New | +$295K | 0.27% | 39 |
|