BIP 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 | $329K | Sell |
2,789
-973
| -26% | -$115K | 0.02% | 190 |
|
|
2025
Q1 | $459K | Buy |
3,762
+32
| +0.9% | +$3.9K | 0.03% | 161 |
|
|
2024
Q4 | $402K | Buy |
3,730
+942
| +34% | +$101K | 0.03% | 171 |
|
|
2024
Q3 | $321K | Buy |
2,788
+37
| +1% | +$4.27K | 0.02% | 175 |
|
|
2024
Q2 | $276K | Buy |
2,751
+120
| +5% | +$12K | 0.02% | 157 |
|
|
2024
Q1 | $254K | Sell |
2,631
-790
| -23% | -$76.4K | 0.02% | 183 |
|
|
2023
Q4 | $332K | Buy |
+3,421
| New | +$332K | 0.03% | 143 |
|