BCGM 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 | $629K | Buy |
5,331
+12
| +0.2% | +$1.42K | 0.18% | 94 |
|
|
2025
Q1 | $649K | Sell |
5,319
-323
| -6% | -$39.4K | 0.2% | 88 |
|
|
2024
Q4 | $608K | Sell |
5,642
-128
| -2% | -$13.8K | 0.19% | 88 |
|
|
2024
Q3 | $665K | Buy |
5,770
+10
| +0.2% | +$1.15K | 0.22% | 86 |
|
|
2024
Q2 | $577K | Buy |
5,760
+12
| +0.2% | +$1.2K | 0.2% | 88 |
|
|
2024
Q1 | $556K | Buy |
5,748
+486
| +9% | +$47K | 0.2% | 87 |
|
|
2023
Q4 | $511K | Buy |
5,262
+12
| +0.2% | +$1.16K | 0.21% | 78 |
|
|
2023
Q3 | $463K | Hold |
5,250
| – | – | 0.21% | 73 |
|
|
2023
Q2 | $471K | Buy |
5,250
+727
| +16% | +$65.2K | 0.21% | 72 |
|
|
2023
Q1 | $436K | Sell |
4,523
-702
| -13% | -$67.7K | 0.22% | 70 |
|
|
2022
Q4 | $538K | Sell |
5,225
-514
| -9% | -$52.9K | 0.26% | 65 |
|
|
2022
Q3 | $533K | Buy |
5,739
+63
| +1% | +$5.85K | 0.27% | 64 |
|
|
2022
Q2 | $624K | Sell |
5,676
-293
| -5% | -$32.2K | 0.32% | 62 |
|
|
2022
Q1 | $658K | Buy |
5,969
+314
| +6% | +$34.6K | 0.36% | 58 |
|
|
2021
Q4 | $593K | Buy |
5,655
+2,743
| +94% | +$288K | 0.32% | 59 |
|
|
2021
Q3 | $297K | Buy |
2,912
+483
| +20% | +$49.3K | 0.17% | 85 |
|
|
2021
Q2 | $255K | Buy |
2,429
+10
| +0.4% | +$1.05K | 0.15% | 90 |
|
|
2021
Q1 | $245K | Sell |
2,419
-72
| -3% | -$7.29K | 0.17% | 88 |
|
|
2020
Q4 | $224K | Buy |
+2,491
| New | +$224K | 0.16% | 89 |
|