Buck Wealth Strategies’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 | $954K | Sell |
8,085
-553
| -6% | -$65.3K | 0.15% | 77 |
|
|
2025
Q1 | $1.05M | Buy |
+8,638
| New | +$1.05M | 0.19% | 64 |
|
|
2023
Q4 | – | Sell |
-71
| Closed | -$6.28K | – | 137 |
|
|
2023
Q3 | $6.28K | Hold |
71
| – | – | ﹤0.01% | 223 |
|
|
2023
Q2 | $6.39K | Buy |
71
+1
| +1% | +$90 | ﹤0.01% | 171 |
|
|
2023
Q1 | $6.8K | Buy |
+70
| New | +$6.8K | ﹤0.01% | 120 |
|