Beirne Wealth Consulting Services’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 | $300K | Buy |
2,539
+7
| +0.3% | +$826 | 0.1% | 81 |
|
|
2025
Q1 | $309K | Buy |
2,532
+7
| +0.3% | +$854 | 0.11% | 79 |
|
|
2024
Q4 | $272K | Sell |
2,525
-11
| -0.4% | -$1.19K | 0.1% | 80 |
|
|
2024
Q3 | $292K | Buy |
2,536
+6
| +0.2% | +$692 | 0.1% | 81 |
|
|
2024
Q2 | $254K | Buy |
2,530
+8
| +0.3% | +$802 | 0.1% | 84 |
|
|
2024
Q1 | $244K | Sell |
2,522
-31
| -1% | -$3K | 0.1% | 82 |
|
|
2023
Q4 | $248K | Buy |
2,553
+54
| +2% | +$5.24K | 0.12% | 121 |
|
|
2023
Q3 | $224K | Hold |
2,499
| – | – | 0.18% | 81 |
|
|
2023
Q2 | $224K | Buy |
2,499
+7
| +0.3% | +$628 | 0.18% | 81 |
|
|
2023
Q1 | $240K | Sell |
2,492
-92
| -4% | -$8.88K | 0.17% | 85 |
|
|
2022
Q4 | $266K | Buy |
2,584
+6
| +0.2% | +$618 | 0.13% | 76 |
|
|
2022
Q3 | $240K | Sell |
2,578
-26
| -1% | -$2.42K | 0.09% | 86 |
|
|
2022
Q2 | $279K | Buy |
2,604
+7
| +0.3% | +$750 | 0.18% | 72 |
|
|
2022
Q1 | $289K | Buy |
2,597
+6
| +0.2% | +$668 | 0.16% | 74 |
|
|
2021
Q4 | $272K | Buy |
2,591
+106
| +4% | +$11.1K | 0.15% | 85 |
|
|
2021
Q3 | $242K | Sell |
2,485
-93
| -4% | -$9.06K | 0.14% | 89 |
|
|
2021
Q2 | $256K | Buy |
2,578
+5
| +0.2% | +$497 | 0.14% | 86 |
|
|
2021
Q1 | $248K | Sell |
2,573
-217
| -8% | -$20.9K | 0.15% | 78 |
|
|
2020
Q4 | $255K | Buy |
2,790
+231
| +9% | +$21.1K | 0.13% | 122 |
|
|
2020
Q3 | $227K | Buy |
2,559
+7
| +0.3% | +$621 | 0.13% | 120 |
|
|
2020
Q2 | $204K | Buy |
2,552
+7
| +0.3% | +$560 | 0.17% | 71 |
|
|
2020
Q1 | $206K | Sell |
2,545
-341
| -12% | -$27.6K | 0.22% | 61 |
|
|
2019
Q4 | $263K | Sell |
2,886
-327
| -10% | -$29.8K | 0.23% | 71 |
|
|
2019
Q3 | $308K | Buy |
3,213
+6
| +0.2% | +$575 | 0.26% | 95 |
|
|
2019
Q2 | $283K | Sell |
3,207
-681
| -18% | -$60.1K | 0.25% | 103 |
|
|
2019
Q1 | $350K | Buy |
3,888
+590
| +18% | +$53.1K | 0.28% | 120 |
|
|
2018
Q4 | $285K | Buy |
+3,298
| New | +$285K | 0.24% | 129 |
|