Bradley & Co Private 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 | $26.2K | Hold |
222
| – | – | 0.02% | 93 |
|
|
2025
Q1 | $27.1K | Hold |
222
| – | – | 0.02% | 92 |
|
|
2024
Q4 | $23.9K | Buy |
+222
| New | +$23.9K | 0.01% | 94 |
|
|
2024
Q2 | $22.3K | Hold |
222
| – | – | 0.02% | 95 |
|
|
2024
Q1 | $21.5K | Buy |
222
+10
| +5% | +$967 | 0.02% | 99 |
|
|
2023
Q4 | $20.6K | Hold |
212
| – | – | 0.02% | 97 |
|
|
2023
Q3 | $18.7K | Hold |
212
| – | – | 0.02% | 99 |
|
|
2023
Q2 | $19K | Hold |
212
| – | – | 0.02% | 101 |
|
|
2023
Q1 | $20.5K | Hold |
212
| – | – | 0.02% | 96 |
|
|
2022
Q4 | $21.8K | Hold |
212
| – | – | 0.03% | 89 |
|
|
2022
Q3 | $20K | Hold |
212
| – | – | 0.02% | 96 |
|
|
2022
Q2 | $23K | Buy |
+212
| New | +$23K | 0.03% | 106 |
|