Atlanta Consulting Group 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 | $863K | Sell |
7,317
-23
| -0.3% | -$2.71K | 0.24% | 51 |
|
|
2025
Q1 | $895K | Buy |
7,340
+714
| +11% | +$87.1K | 0.26% | 46 |
|
|
2024
Q4 | $714K | Sell |
6,626
-7,843
| -54% | -$845K | 0.26% | 59 |
|
|
2024
Q3 | $1.67M | Buy |
14,469
+8,466
| +141% | +$976K | 0.41% | 43 |
|
|
2024
Q2 | $602K | Sell |
6,003
-523
| -8% | -$52.4K | 0.13% | 60 |
|
|
2024
Q1 | $631K | Buy |
+6,526
| New | +$631K | 0.22% | 62 |
|