Atticus Wealth Management’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 | $26.1K | Hold |
221
| – | – | 0.01% | 383 |
|
|
2025
Q1 | $27K | Sell |
221
-500
| -69% | -$61K | 0.01% | 292 |
|
|
2024
Q4 | $77.7K | Hold |
721
| – | – | 0.02% | 191 |
|
|
2024
Q3 | $83.1K | Hold |
721
| – | – | 0.03% | 187 |
|
|
2024
Q2 | $72.3K | Sell |
721
-272
| -27% | -$27.3K | 0.02% | 194 |
|
|
2024
Q1 | $96K | Sell |
993
-110
| -10% | -$10.6K | 0.03% | 173 |
|
|
2023
Q4 | $107K | Sell |
1,103
-8
| -0.7% | -$776 | 0.04% | 156 |
|
|
2023
Q3 | $98K | Sell |
1,111
-52
| -4% | -$4.59K | 0.04% | 177 |
|
|
2023
Q2 | $104K | Sell |
1,163
-232
| -17% | -$20.8K | 0.04% | 172 |
|
|
2023
Q1 | $135K | Buy |
1,395
+156
| +13% | +$15K | 0.05% | 150 |
|
|
2022
Q4 | $128K | Buy |
1,239
+13
| +1% | +$1.34K | 0.05% | 163 |
|
|
2022
Q3 | $131K | Hold |
1,226
| – | – | 0.06% | 143 |
|
|
2022
Q2 | $131K | Buy |
1,226
+63
| +5% | +$6.73K | 0.05% | 160 |
|
|
2022
Q1 | $130K | Hold |
1,163
| – | – | 0.05% | 174 |
|
|
2021
Q4 | $122K | Hold |
1,163
| – | – | 0.05% | 152 |
|
|
2021
Q3 | $113K | Hold |
1,163
| – | – | 0.05% | 150 |
|
|
2021
Q2 | $115K | Hold |
1,163
| – | – | 0.05% | 153 |
|
|
2021
Q1 | $112K | Hold |
1,163
| – | – | 0.05% | 146 |
|
|
2020
Q4 | $106K | Sell |
1,163
-1,037
| -47% | -$94.5K | 0.05% | 148 |
|
|
2020
Q3 | $195K | Hold |
2,200
| – | – | 0.12% | 88 |
|
|
2020
Q2 | $176K | Hold |
2,200
| – | – | 0.12% | 93 |
|
|
2020
Q1 | $178K | Buy |
2,200
+270
| +14% | +$21.8K | 0.14% | 83 |
|
|
2019
Q4 | $176K | Buy |
+1,930
| New | +$176K | 0.11% | 91 |
|