Bruce G. Allen Investments’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 | $66.3K | Hold |
562
| – | – | 0.05% | 216 |
|
|
2025
Q1 | $68.5K | Sell |
562
-9
| -2% | -$1.1K | 0.05% | 195 |
|
|
2024
Q4 | $61.5K | Hold |
571
| – | – | 0.05% | 221 |
|
|
2024
Q3 | $65.8K | Hold |
571
| – | – | 0.05% | 216 |
|
|
2024
Q2 | $57.2K | Sell |
571
-50
| -8% | -$5.01K | 0.05% | 219 |
|
|
2024
Q1 | $60.1K | Sell |
621
-111
| -15% | -$10.7K | 0.05% | 209 |
|
|
2023
Q4 | $71K | Buy |
+732
| New | +$71K | 0.06% | 184 |
|