Bill Few Associates’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 | $602K | Buy |
5,104
+54
| +1% | +$6.37K | 0.17% | 99 |
|
|
2025
Q1 | $616K | Hold |
5,050
| – | – | 0.22% | 84 |
|
|
2024
Q4 | $544K | Sell |
5,050
-25
| -0.5% | -$2.69K | 0.19% | 90 |
|
|
2024
Q3 | $585K | Hold |
5,075
| – | – | 0.21% | 89 |
|
|
2024
Q2 | $509K | Sell |
5,075
-6
| -0.1% | -$601 | 0.2% | 93 |
|
|
2024
Q1 | $491K | Buy |
5,081
+1,140
| +29% | +$110K | 0.2% | 91 |
|
|
2023
Q4 | $382K | Sell |
3,941
-25
| -0.6% | -$2.43K | 0.17% | 97 |
|
|
2023
Q3 | $350K | Hold |
3,966
| – | – | 0.18% | 95 |
|
|
2023
Q2 | $356K | Sell |
3,966
-285
| -7% | -$25.6K | 0.18% | 93 |
|
|
2023
Q1 | $410K | Buy |
4,251
+125
| +3% | +$12.1K | 0.23% | 79 |
|
|
2022
Q4 | $425K | Sell |
4,126
-97
| -2% | -$9.99K | 0.25% | 77 |
|
|
2022
Q3 | $392K | Sell |
4,223
-91
| -2% | -$8.45K | 0.27% | 72 |
|
|
2022
Q2 | $463K | Hold |
4,314
| – | – | 0.3% | 64 |
|
|
2022
Q1 | $482K | Sell |
4,314
-23
| -0.5% | -$2.57K | 0.26% | 69 |
|
|
2021
Q4 | $455K | Buy |
+4,337
| New | +$455K | 0.24% | 73 |
|