Blossom 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 | $289K | Sell |
2,445
-290
| -11% | -$34.2K | 0.51% | 58 |
|
|
2025
Q1 | $334K | Sell |
2,735
-25
| -0.9% | -$3.05K | 0.67% | 52 |
|
|
2024
Q4 | $297K | Hold |
2,760
| – | – | 0.57% | 56 |
|
|
2024
Q3 | $318K | Hold |
2,760
| – | – | 0.64% | 54 |
|
|
2024
Q2 | $277K | Sell |
2,760
-35
| -1% | -$3.51K | 0.6% | 54 |
|
|
2024
Q1 | $270K | Buy |
2,795
+105
| +4% | +$10.2K | 0.65% | 57 |
|
|
2023
Q4 | $261K | Buy |
2,690
+15
| +0.6% | +$1.46K | 0.7% | 53 |
|
|
2023
Q3 | $236K | Buy |
2,675
+200
| +8% | +$17.7K | 0.76% | 52 |
|
|
2023
Q2 | $222K | Buy |
2,475
+25
| +1% | +$2.24K | 0.81% | 52 |
|
|
2023
Q1 | $236K | Buy |
2,450
+347
| +17% | +$33.5K | 0.96% | 45 |
|
|
2022
Q4 | $217K | Buy |
+2,103
| New | +$217K | 1.05% | 42 |
|
|
2022
Q3 | – | Sell |
-1,928
| Closed | -$207K | – | 40 |
|
|
2022
Q2 | $207K | Sell |
1,928
-205
| -10% | -$22K | 1.05% | 40 |
|
|
2022
Q1 | $238K | Buy |
+2,133
| New | +$238K | 1.07% | 41 |
|