Burkett Financial Services’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 | $1.41M | Buy |
11,926
+95
| +0.8% | +$11.2K | 0.51% | 20 |
|
|
2025
Q1 | $1.44M | Buy |
11,831
+373
| +3% | +$45.5K | 0.59% | 17 |
|
|
2024
Q4 | $1.23M | Sell |
11,458
-185
| -2% | -$19.9K | 0.5% | 19 |
|
|
2024
Q3 | $1.34M | Buy |
11,643
+1,879
| +19% | +$217K | 0.55% | 18 |
|
|
2024
Q2 | $979K | Buy |
9,764
+94
| +1% | +$9.42K | 0.5% | 18 |
|
|
2024
Q1 | $935K | Buy |
9,670
+158
| +2% | +$15.3K | 0.48% | 19 |
|
|
2023
Q4 | $923K | Buy |
+9,512
| New | +$923K | 0.51% | 19 |
|