Beaird Harris 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 | $81.1K | Buy |
687
+164
| +31% | +$19.4K | 0.01% | 204 |
|
|
2025
Q1 | $63.8K | Hold |
523
| – | – | 0.01% | 204 |
|
|
2024
Q4 | $56.3K | Buy |
523
+284
| +119% | +$30.6K | ﹤0.01% | 214 |
|
|
2024
Q3 | $27.6K | Sell |
239
-1,634
| -87% | -$188K | ﹤0.01% | 274 |
|
|
2024
Q2 | $188K | Hold |
1,873
| – | – | 0.02% | 127 |
|
|
2024
Q1 | $181K | Buy |
1,873
+239
| +15% | +$23.1K | 0.02% | 123 |
|
|
2023
Q4 | $159K | Hold |
1,634
| – | – | 0.02% | 119 |
|
|
2023
Q3 | $144K | Hold |
1,634
| – | – | 0.02% | 110 |
|
|
2023
Q2 | $147K | Hold |
1,634
| – | – | 0.02% | 114 |
|
|
2023
Q1 | $158K | Hold |
1,634
| – | – | 0.03% | 100 |
|
|
2022
Q4 | $168K | Hold |
1,634
| – | – | 0.03% | 98 |
|
|
2022
Q3 | $152K | Buy |
+1,634
| New | +$152K | 0.03% | 92 |
|
|
2022
Q2 | – | Sell |
-1,634
| Closed | -$182K | – | 459 |
|
|
2022
Q1 | $182K | Sell |
1,634
-84
| -5% | -$9.36K | 0.07% | 91 |
|
|
2021
Q4 | $180K | Buy |
+1,718
| New | +$180K | 0.07% | 121 |
|