BKM Wealth Management’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 | $373K | Hold |
3,163
| – | – | 0.15% | 117 |
|
|
2025
Q1 | $386K | Sell |
3,163
-1
| -0% | -$122 | 0.16% | 116 |
|
|
2024
Q4 | $341K | Buy |
3,164
+587
| +23% | +$63.3K | 0.14% | 124 |
|
|
2024
Q3 | $297K | Buy |
+2,577
| New | +$297K | 0.12% | 134 |
|
|
2024
Q2 | – | Sell |
-1,831
| Closed | -$177K | – | 156 |
|
|
2024
Q1 | $177K | Buy |
1,831
+197
| +12% | +$19.1K | 0.08% | 166 |
|
|
2023
Q4 | $159K | Buy |
+1,634
| New | +$159K | 0.07% | 168 |
|