Atlas Private 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 | $483K | Buy |
4,097
+833
| +26% | +$98.3K | 0.06% | 121 |
|
|
2025
Q1 | $398K | Sell |
3,264
-1,030
| -24% | -$126K | 0.06% | 124 |
|
|
2024
Q4 | $463K | Buy |
4,294
+130
| +3% | +$14K | 0.07% | 107 |
|
|
2024
Q3 | $480K | Buy |
4,164
+328
| +9% | +$37.8K | 0.07% | 104 |
|
|
2024
Q2 | $384K | Buy |
+3,836
| New | +$384K | 0.06% | 107 |
|
|
2021
Q4 | – | Sell |
-316
| Closed | -$31K | – | 302 |
|
|
2021
Q3 | $31K | Buy |
316
+1
| +0.3% | +$98 | 0.02% | 291 |
|
|
2021
Q2 | $31K | Buy |
315
+101
| +47% | +$9.94K | 0.02% | 291 |
|
|
2021
Q1 | $21K | Buy |
214
+1
| +0.5% | +$98 | 0.01% | 365 |
|
|
2020
Q4 | $19K | Buy |
213
+2
| +0.9% | +$178 | 0.01% | 337 |
|
|
2020
Q3 | $19K | Buy |
211
+101
| +92% | +$9.1K | 0.02% | 313 |
|
|
2020
Q2 | $9K | Buy |
+110
| New | +$9K | 0.01% | 420 |
|