Apricus Wealth’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 | $2.56M | Buy |
21,711
+1,060
| +5% | +$125K | 1.49% | 35 |
|
2025
Q1 | $2.52M | Buy |
20,651
+615
| +3% | +$75K | 1.5% | 35 |
|
2024
Q4 | $2.16M | Buy |
20,036
+150
| +0.8% | +$16.2K | 1.4% | 33 |
|
2024
Q3 | $2.29M | Buy |
19,886
+983
| +5% | +$113K | 1.51% | 32 |
|
2024
Q2 | $1.89M | Buy |
18,903
+509
| +3% | +$51K | 1.35% | 35 |
|
2024
Q1 | $1.78M | Buy |
18,394
+2,966
| +19% | +$287K | 1.25% | 36 |
|
2023
Q4 | $1.5M | Buy |
+15,428
| New | +$1.5M | 1.14% | 38 |
|
2022
Q2 | – | Sell |
-1,920
| Closed | -$222K | – | 85 |
|
2022
Q1 | $222K | Sell |
1,920
-494
| -20% | -$57.1K | 0.18% | 81 |
|
2021
Q4 | $253K | Buy |
+2,414
| New | +$253K | 0.23% | 75 |
|