Capital Advisors Wealth Management’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 | $305K | Buy |
2,588
+69
| +3% | +$8.14K | 0.05% | 151 |
|
|
2025
Q1 | $307K | Buy |
2,519
+104
| +4% | +$12.7K | 0.05% | 137 |
|
|
2024
Q4 | $260K | Sell |
2,415
-101
| -4% | -$10.9K | 0.05% | 148 |
|
|
2024
Q3 | $290K | Buy |
2,516
+30
| +1% | +$3.46K | 0.05% | 132 |
|
|
2024
Q2 | $249K | Sell |
2,486
-356
| -13% | -$35.7K | 0.05% | 132 |
|
|
2024
Q1 | $275K | Buy |
+2,842
| New | +$275K | 0.06% | 122 |
|
|
2023
Q2 | – | Sell |
-2,231
| Closed | -$215K | – | 144 |
|
|
2023
Q1 | $215K | Buy |
2,231
+41
| +2% | +$3.96K | 0.06% | 124 |
|
|
2022
Q4 | $226K | Buy |
+2,190
| New | +$226K | 0.07% | 111 |
|