Blackston Financial Advisory Group’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 | $374K | Sell |
3,170
-57
| -2% | -$6.73K | 0.17% | 97 |
|
|
2025
Q1 | $394K | Sell |
3,227
-146
| -4% | -$17.8K | 0.2% | 87 |
|
|
2024
Q4 | $364K | Sell |
3,373
-525
| -13% | -$56.6K | 0.18% | 83 |
|
|
2024
Q3 | $449K | Sell |
3,898
-263
| -6% | -$30.3K | 0.23% | 67 |
|
|
2024
Q2 | $417K | Buy |
+4,161
| New | +$417K | 0.23% | 38 |
|
|
2024
Q1 | – | Sell |
-3,751
| Closed | -$364K | – | 73 |
|
|
2023
Q4 | $364K | Sell |
3,751
-212
| -5% | -$20.6K | 0.23% | 57 |
|
|
2023
Q3 | $350K | Sell |
3,963
-83
| -2% | -$7.33K | 0.24% | 57 |
|
|
2023
Q2 | $363K | Sell |
4,046
-623
| -13% | -$55.9K | 0.26% | 56 |
|
|
2023
Q1 | $450K | Sell |
4,669
-70
| -1% | -$6.75K | 0.34% | 50 |
|
|
2022
Q4 | $488K | Buy |
4,739
+184
| +4% | +$18.9K | 0.35% | 47 |
|
|
2022
Q3 | $424K | Sell |
4,555
-1,100
| -19% | -$102K | 0.3% | 54 |
|
|
2022
Q2 | $604K | Buy |
5,655
+546
| +11% | +$58.3K | 0.39% | 33 |
|
|
2022
Q1 | $499K | Buy |
5,109
+131
| +3% | +$12.8K | 0.33% | 39 |
|
|
2021
Q4 | $522K | Buy |
+4,978
| New | +$522K | 0.3% | 39 |
|