Beverly Hills Private Wealth’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 | $337K | Sell |
2,857
-309
| -10% | -$36.5K | 0.06% | 239 |
|
|
2025
Q1 | $386K | Buy |
3,166
+64
| +2% | +$7.81K | 0.08% | 209 |
|
|
2024
Q4 | $334K | Sell |
3,102
-107
| -3% | -$11.5K | 0.07% | 234 |
|
|
2024
Q3 | $370K | Sell |
3,209
-875
| -21% | -$101K | 0.07% | 227 |
|
|
2024
Q2 | $409K | Sell |
4,084
-496
| -11% | -$49.7K | 0.09% | 215 |
|
|
2024
Q1 | $443K | Sell |
4,580
-333
| -7% | -$32.2K | 0.1% | 214 |
|
|
2023
Q4 | $477K | Sell |
4,913
-567
| -10% | -$55K | 0.12% | 175 |
|
|
2023
Q3 | $484K | Sell |
5,480
-5,483
| -50% | -$484K | 0.14% | 150 |
|
|
2023
Q2 | $981K | Buy |
10,963
+6,090
| +125% | +$545K | 0.16% | 141 |
|
|
2023
Q1 | $470K | Buy |
4,873
+530
| +12% | +$51.1K | 0.15% | 151 |
|
|
2022
Q4 | $447K | Buy |
+4,343
| New | +$447K | 0.2% | 119 |
|