Arkadios Wealth Advisors’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 | $4.06M | Buy |
34,394
+2,832
| +9% | +$334K | 0.12% | 191 |
|
|
2025
Q1 | $3.85M | Buy |
31,562
+18,781
| +147% | +$2.29M | 0.15% | 161 |
|
|
2024
Q4 | $1.38M | Buy |
12,781
+1,692
| +15% | +$182K | 0.08% | 266 |
|
|
2024
Q3 | $1.28M | Buy |
11,089
+1,747
| +19% | +$201K | 0.07% | 267 |
|
|
2024
Q2 | $936K | Buy |
9,342
+1,594
| +21% | +$160K | 0.06% | 298 |
|
|
2024
Q1 | $749K | Buy |
7,748
+246
| +3% | +$23.8K | 0.06% | 295 |
|
|
2023
Q4 | $728K | Buy |
7,502
+697
| +10% | +$67.6K | 0.06% | 283 |
|
|
2023
Q3 | $601K | Buy |
6,805
+483
| +8% | +$42.6K | 0.06% | 294 |
|
|
2023
Q2 | $567K | Sell |
6,322
-228
| -3% | -$20.5K | 0.07% | 271 |
|
|
2023
Q1 | $632K | Buy |
6,550
+386
| +6% | +$37.2K | 0.08% | 259 |
|
|
2022
Q4 | $635K | Buy |
6,164
+342
| +6% | +$35.2K | 0.08% | 248 |
|
|
2022
Q3 | $542K | Buy |
5,822
+931
| +19% | +$86.7K | 0.08% | 254 |
|
|
2022
Q2 | $524K | Sell |
4,891
-96
| -2% | -$10.3K | 0.08% | 267 |
|
|
2022
Q1 | $557K | Buy |
4,987
+213
| +4% | +$23.8K | 0.07% | 288 |
|
|
2021
Q4 | $501K | Sell |
4,774
-394
| -8% | -$41.3K | 0.07% | 316 |
|
|
2021
Q3 | $504K | Sell |
5,168
-3,155
| -38% | -$308K | 0.07% | 287 |
|
|
2021
Q2 | $821K | Buy |
8,323
+1,145
| +16% | +$113K | 0.1% | 235 |
|
|
2021
Q1 | $692K | Buy |
7,178
+836
| +13% | +$80.6K | 0.11% | 203 |
|
|
2020
Q4 | $580K | Buy |
6,342
+4,375
| +222% | +$400K | 0.12% | 176 |
|
|
2020
Q3 | $182K | Buy |
1,967
+40
| +2% | +$3.7K | 0.09% | 192 |
|
|
2020
Q2 | $157K | Sell |
1,927
-183
| -9% | -$15K | 0.09% | 183 |
|
|
2020
Q1 | $171K | Sell |
2,110
-224
| -10% | -$18.1K | 0.11% | 165 |
|
|
2019
Q4 | $234K | Buy |
+2,334
| New | +$234K | 0.14% | 135 |
|