Beacon Investment 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 | $394K | Buy |
3,367
+62
| +2% | +$7.25K | 0.17% | 116 |
|
|
2025
Q1 | $403K | Buy |
3,305
+124
| +4% | +$15.1K | 0.19% | 113 |
|
|
2024
Q4 | $343K | Buy |
3,181
+395
| +14% | +$42.6K | 0.16% | 122 |
|
|
2024
Q3 | $321K | Buy |
2,786
+13
| +0.5% | +$1.5K | 0.15% | 126 |
|
|
2024
Q2 | $278K | Sell |
2,773
-18
| -0.6% | -$1.8K | 0.14% | 127 |
|
|
2024
Q1 | $270K | Buy |
2,791
+17
| +0.6% | +$1.64K | 0.15% | 111 |
|
|
2023
Q4 | $269K | Sell |
2,774
-3
| -0.1% | -$291 | 0.17% | 110 |
|
|
2023
Q3 | $245K | Sell |
2,777
-6
| -0.2% | -$529 | 0.17% | 107 |
|
|
2023
Q2 | $250K | Sell |
2,783
-294
| -10% | -$26.4K | 0.17% | 109 |
|
|
2023
Q1 | $297K | Buy |
3,077
+21
| +0.7% | +$2.03K | 0.22% | 106 |
|
|
2022
Q4 | $315K | Buy |
+3,056
| New | +$315K | 0.26% | 97 |
|