Briaud Financial Planning’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 | $27K | Buy |
230
+55
| +31% | +$6.46K | 0.01% | 140 |
|
|
2025
Q1 | $21K | Hold |
175
| – | – | 0.01% | 119 |
|
|
2024
Q4 | $18K | Hold |
175
| – | – | 0.01% | 128 |
|
|
2024
Q3 | $20K | Hold |
175
| – | – | 0.01% | 96 |
|
|
2024
Q2 | $17K | Hold |
175
| – | – | 0.01% | 95 |
|
|
2024
Q1 | $17K | Buy |
+175
| New | +$17K | 0.01% | 92 |
|
|
2023
Q4 | – | Sell |
-193
| Closed | -$17K | – | 61 |
|
|
2023
Q3 | $17K | Buy |
+193
| New | +$17K | 0.01% | 94 |
|