Auxano 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 | $254K | Buy |
2,149
+30
| +1% | +$3.54K | 0.06% | 143 |
|
|
2025
Q1 | $258K | Buy |
2,119
+25
| +1% | +$3.05K | 0.07% | 137 |
|
|
2024
Q4 | $226K | Buy |
2,094
+57
| +3% | +$6.14K | 0.06% | 153 |
|
|
2024
Q3 | $235K | Buy |
2,037
+11
| +0.5% | +$1.27K | 0.06% | 145 |
|
|
2024
Q2 | $203K | Buy |
+2,026
| New | +$203K | 0.06% | 146 |
|
|
2023
Q1 | – | Sell |
-2,027
| Closed | -$209K | – | 108 |
|
|
2022
Q4 | $209K | Buy |
+2,027
| New | +$209K | 0.09% | 93 |
|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$214K | – | 97 |
|
|
2022
Q2 | $214K | Hold |
2,000
| – | – | 0.11% | 75 |
|
|
2022
Q1 | $223K | Hold |
2,000
| – | – | 0.09% | 74 |
|
|
2021
Q4 | $210K | Buy |
+2,000
| New | +$210K | 0.09% | 74 |
|