Buttonwood Financial Advisors’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 | $274K | Sell |
2,326
-327
| -12% | -$38.6K | 0.11% | 93 |
|
|
2025
Q1 | $324K | Sell |
2,653
-46
| -2% | -$5.61K | 0.14% | 79 |
|
|
2024
Q4 | $291K | Sell |
2,699
-121
| -4% | -$13K | 0.13% | 85 |
|
|
2024
Q3 | $325K | Sell |
2,820
-222
| -7% | -$25.6K | 0.14% | 84 |
|
|
2024
Q2 | $305K | Sell |
3,042
-1,000
| -25% | -$100K | 0.14% | 86 |
|
|
2024
Q1 | $391K | Sell |
4,042
-1,142
| -22% | -$110K | 0.18% | 81 |
|
|
2023
Q4 | $503K | Sell |
5,184
-279
| -5% | -$27.1K | 0.27% | 70 |
|
|
2023
Q3 | $482K | Buy |
5,463
+834
| +18% | +$73.6K | 0.31% | 71 |
|
|
2023
Q2 | $415K | Buy |
4,629
+879
| +23% | +$78.9K | 0.26% | 69 |
|
|
2023
Q1 | $362K | Hold |
3,750
| – | – | 0.28% | 62 |
|
|
2022
Q4 | $386K | Sell |
3,750
-400
| -10% | -$41.2K | 0.33% | 59 |
|
|
2022
Q3 | $365K | Hold |
4,150
| – | – | 0.33% | 56 |
|
|
2022
Q2 | $445K | Buy |
4,150
+2,250
| +118% | +$241K | 0.4% | 53 |
|
|
2022
Q1 | $212K | Buy |
+1,900
| New | +$212K | 0.19% | 65 |
|