Axxcess 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 | $3.88M | Buy |
32,860
+319
| +1% | +$37.6K | 0.09% | 176 |
|
|
2025
Q1 | $3.97M | Buy |
32,541
+287
| +0.9% | +$35K | 0.11% | 159 |
|
|
2024
Q4 | $3.48M | Buy |
32,254
+3,042
| +10% | +$328K | 0.08% | 176 |
|
|
2024
Q3 | $3.37M | Sell |
29,212
-298
| -1% | -$34.4K | 0.08% | 182 |
|
|
2024
Q2 | $2.96M | Buy |
29,510
+2,223
| +8% | +$223K | 0.08% | 191 |
|
|
2024
Q1 | $2.64M | Sell |
27,287
-720
| -3% | -$69.6K | 0.07% | 207 |
|
|
2023
Q4 | $2.72M | Buy |
28,007
+11,715
| +72% | +$1.14M | 0.08% | 199 |
|
|
2023
Q3 | $1.44M | Buy |
16,292
+5,502
| +51% | +$486K | 0.05% | 250 |
|
|
2023
Q2 | $968K | Buy |
10,790
+1,958
| +22% | +$176K | 0.07% | 234 |
|
|
2023
Q1 | $852K | Sell |
8,832
-39
| -0.4% | -$3.76K | 0.06% | 253 |
|
|
2022
Q4 | $914K | Sell |
8,871
-858
| -9% | -$88.4K | 0.08% | 238 |
|
|
2022
Q3 | $905K | Sell |
9,729
-2,730
| -22% | -$254K | 0.09% | 202 |
|
|
2022
Q2 | $1.34M | Buy |
12,459
+54
| +0.4% | +$5.79K | 0.12% | 149 |
|
|
2022
Q1 | $1.39M | Sell |
12,405
-581
| -4% | -$64.9K | 0.11% | 157 |
|
|
2021
Q4 | $1.36M | Buy |
+12,986
| New | +$1.36M | 0.1% | 160 |
|