BWM
BCS Wealth Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Buy |
8,095
+6,333
| +359% | +$747K | 0.21% | 96 |
|
|
2025
Q1 | $215K | Buy |
+1,762
| New | +$215K | 0.06% | 234 |
|
|
2024
Q4 | – | Sell |
-1,758
| Closed | -$203K | – | 259 |
|
|
2024
Q3 | $203K | Buy |
+1,758
| New | +$203K | 0.09% | 162 |
|
|
2022
Q3 | – | Sell |
-4,101
| Closed | -$440K | – | 183 |
|
|
2022
Q2 | $440K | Buy |
+4,101
| New | +$440K | 0.2% | 103 |
|
|
2022
Q1 | – | Sell |
-3,813
| Closed | -$400K | – | 197 |
|
|
2021
Q4 | $400K | Buy |
+3,813
| New | +$400K | 0.14% | 127 |
|
|
2021
Q1 | – | Sell |
-2,355
| Closed | -$216K | – | 158 |
|
|
2020
Q4 | $216K | Buy |
+2,355
| New | +$216K | 0.11% | 132 |
|