Aprio 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 | $645K | Buy |
5,469
+1,001
| +22% | +$118K | 0.07% | 159 |
|
|
2025
Q1 | $545K | Buy |
4,468
+686
| +18% | +$83.7K | 0.07% | 167 |
|
|
2024
Q4 | $407K | Buy |
3,782
+1,448
| +62% | +$156K | 0.06% | 162 |
|
|
2024
Q3 | $269K | Sell |
2,334
-362
| -13% | -$41.7K | 0.04% | 216 |
|
|
2024
Q2 | $270K | Buy |
+2,696
| New | +$270K | 0.05% | 186 |
|