Bellwether 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 | $118 | Hold |
1
| – | – | ﹤0.01% | 580 |
|
|
2025
Q1 | $122 | Buy |
+1
| New | +$122 | ﹤0.01% | 499 |
|
|
2023
Q2 | – | Sell |
-3,541
| Closed | -$342K | – | 199 |
|
|
2023
Q1 | $342K | Buy |
+3,541
| New | +$342K | 0.09% | 106 |
|
|
2022
Q4 | – | Sell |
-45
| Closed | -$4K | – | 482 |
|
|
2022
Q3 | $4K | Sell |
45
-1
| -2% | -$89 | ﹤0.01% | 333 |
|
|
2022
Q2 | $4K | Sell |
46
-134
| -74% | -$11.7K | ﹤0.01% | 294 |
|
|
2022
Q1 | $20K | Sell |
180
-749
| -81% | -$83.2K | 0.01% | 253 |
|
|
2021
Q4 | $97K | Sell |
929
-13,014
| -93% | -$1.36M | 0.03% | 153 |
|
|
2021
Q3 | $1.36M | Buy |
+13,943
| New | +$1.36M | 0.45% | 45 |
|