ARS Wealth Advisors Group’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 | $16.6M | Buy |
140,792
+1,983
| +1% | +$234K | 1.91% | 19 |
|
|
2025
Q1 | $16.9M | Sell |
138,809
-99
| -0.1% | -$12.1K | 2.39% | 16 |
|
|
2024
Q4 | $15M | Buy |
138,908
+406
| +0.3% | +$43.7K | 2.06% | 20 |
|
|
2024
Q3 | $16M | Buy |
138,502
+3,026
| +2% | +$349K | 1.96% | 22 |
|
|
2024
Q2 | $13.6M | Buy |
135,476
+4,145
| +3% | +$415K | 1.76% | 22 |
|
|
2024
Q1 | $12.7M | Buy |
131,331
+15,685
| +14% | +$1.52M | 1.71% | 22 |
|
|
2023
Q4 | $11.2M | Buy |
115,646
+12,353
| +12% | +$1.2M | 1.66% | 23 |
|
|
2023
Q3 | $9.12M | Buy |
103,293
+3,638
| +4% | +$321K | 1.49% | 25 |
|
|
2023
Q2 | $8.94M | Buy |
99,655
+1,303
| +1% | +$117K | 1.42% | 27 |
|
|
2023
Q1 | $9.49M | Buy |
98,352
+10,452
| +12% | +$1.01M | 1.75% | 21 |
|
|
2022
Q4 | $9.05M | Buy |
87,900
+1,662
| +2% | +$171K | 1.49% | 27 |
|
|
2022
Q3 | $8.02M | Buy |
86,238
+2,966
| +4% | +$276K | 1.23% | 33 |
|
|
2022
Q2 | $8.93M | Sell |
83,272
-68
| -0.1% | -$7.29K | 1.23% | 29 |
|
|
2022
Q1 | $9.31M | Buy |
83,340
+1,060
| +1% | +$118K | 1.62% | 24 |
|
|
2021
Q4 | $8.63M | Buy |
82,280
+1,420
| +2% | +$149K | 1.45% | 24 |
|
|
2021
Q3 | $7.89M | Buy |
+80,860
| New | +$7.89M | 1.43% | 23 |
|