AWS
Arkfeld Wealth Strategies’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
2,365
+41
| +2% | +$4.81K | 0.11% | 85 |
|
|
2025
Q1 | $270K | Buy |
2,324
+14
| +0.6% | +$1.63K | 0.12% | 79 |
|
|
2024
Q4 | $245K | Buy |
2,310
+16
| +0.7% | +$1.7K | 0.11% | 81 |
|
|
2024
Q3 | $262K | Buy |
2,294
+15
| +0.7% | +$1.71K | 0.13% | 80 |
|
|
2024
Q2 | $229K | Buy |
2,279
+17
| +0.8% | +$1.71K | 0.12% | 85 |
|
|
2024
Q1 | $216K | Buy |
2,262
+17
| +0.8% | +$1.62K | 0.12% | 87 |
|
|
2023
Q4 | $222K | Buy |
+2,245
| New | +$222K | 0.15% | 75 |
|
|
2023
Q3 | – | Sell |
-2,228
| Closed | -$206K | – | 74 |
|
|
2023
Q2 | $206K | Buy |
2,228
+18
| +0.8% | +$1.66K | 0.15% | 72 |
|
|
2023
Q1 | $220K | Buy |
2,210
+16
| +0.7% | +$1.59K | 0.16% | 69 |
|
|
2022
Q4 | $231K | Buy |
+2,194
| New | +$231K | 0.15% | 68 |
|
|
2022
Q3 | – | Sell |
-2,173
| Closed | -$230K | – | 69 |
|
|
2022
Q2 | $230K | Buy |
2,173
+5
| +0.2% | +$529 | 0.15% | 63 |
|
|
2022
Q1 | $250K | Buy |
2,168
+5
| +0.2% | +$577 | 0.16% | 63 |
|
|
2021
Q4 | $225K | Buy |
2,163
+5
| +0.2% | +$520 | 0.14% | 71 |
|
|
2021
Q3 | $217K | Buy |
2,158
+5
| +0.2% | +$503 | 0.13% | 74 |
|
|
2021
Q2 | $221K | Buy |
2,153
+5
| +0.2% | +$513 | 0.13% | 73 |
|
|
2021
Q1 | $210K | Buy |
+2,148
| New | +$210K | 0.13% | 74 |
|
|
2020
Q1 | – | Sell |
-2,107
| Closed | -$202K | – | 55 |
|
|
2019
Q4 | $202K | Buy |
+2,107
| New | +$202K | 0.23% | 49 |
|