Brandywine Oak Private 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 | $444K | Buy |
3,761
+30
| +0.8% | +$3.54K | 0.04% | 154 |
|
|
2025
Q1 | $455K | Sell |
3,731
-59
| -2% | -$7.2K | 0.04% | 152 |
|
|
2024
Q4 | $408K | Buy |
3,790
+161
| +4% | +$17.3K | 0.04% | 165 |
|
|
2024
Q3 | $418K | Buy |
3,629
+50
| +1% | +$5.77K | 0.04% | 164 |
|
|
2024
Q2 | $359K | Sell |
3,579
-600
| -14% | -$60.1K | 0.04% | 177 |
|
|
2024
Q1 | $404K | Sell |
4,179
-1,200
| -22% | -$116K | 0.04% | 165 |
|
|
2023
Q4 | $522K | Sell |
5,379
-50
| -0.9% | -$4.85K | 0.06% | 143 |
|
|
2023
Q3 | $479K | Buy |
5,429
+4
| +0.1% | +$353 | 0.06% | 146 |
|
|
2023
Q2 | $487K | Buy |
5,425
+4
| +0.1% | +$359 | 0.05% | 155 |
|
|
2023
Q1 | $523K | Sell |
5,421
-1,271
| -19% | -$123K | 0.06% | 155 |
|
|
2022
Q4 | $689K | Sell |
6,692
-740
| -10% | -$76.2K | 0.09% | 130 |
|
|
2022
Q3 | $691K | Sell |
7,432
-350
| -4% | -$32.5K | 0.09% | 129 |
|
|
2022
Q2 | $834K | Sell |
7,782
-17
| -0.2% | -$1.82K | 0.11% | 119 |
|
|
2022
Q1 | $870K | Buy |
7,799
+3
| +0% | +$335 | 0.1% | 144 |
|
|
2021
Q4 | $817K | Sell |
7,796
-499
| -6% | -$52.3K | 0.09% | 155 |
|
|
2021
Q3 | $809K | Buy |
8,295
+3
| +0% | +$293 | 0.09% | 149 |
|
|
2021
Q2 | $818K | Buy |
8,292
+5,846
| +239% | +$577K | 0.1% | 144 |
|
|
2021
Q1 | $236K | Sell |
2,446
-561
| -19% | -$54.1K | 0.03% | 246 |
|
|
2020
Q4 | $275K | Buy |
3,007
+4
| +0.1% | +$366 | 0.04% | 211 |
|
|
2020
Q3 | $265K | Buy |
3,003
+4
| +0.1% | +$353 | 0.04% | 200 |
|
|
2020
Q2 | $239K | Sell |
2,999
-1,694
| -36% | -$135K | 0.04% | 208 |
|
|
2020
Q1 | $379K | Buy |
4,693
+4
| +0.1% | +$323 | 0.08% | 135 |
|
|
2019
Q4 | $427K | Buy |
4,689
+3
| +0.1% | +$273 | 0.08% | 132 |
|
|
2019
Q3 | $449K | Sell |
4,686
-873
| -16% | -$83.6K | 0.09% | 116 |
|
|
2019
Q2 | $490K | Sell |
5,559
-6
| -0.1% | -$529 | 0.1% | 108 |
|
|
2019
Q1 | $500K | Buy |
5,565
+1,214
| +28% | +$109K | 0.1% | 103 |
|
|
2018
Q4 | $375K | Buy |
+4,351
| New | +$375K | 0.08% | 114 |
|