Carolina Wealth 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 | $7.43K | Hold |
63
| – | – | ﹤0.01% | 160 |
|
|
2025
Q1 | $7.68K | Hold |
63
| – | – | ﹤0.01% | 152 |
|
|
2024
Q4 | $6.79K | Sell |
63
-297
| -83% | -$32K | ﹤0.01% | 165 |
|
|
2024
Q3 | $41.5K | Buy |
360
+163
| +83% | +$18.8K | 0.02% | 126 |
|
|
2024
Q2 | $19.7K | Hold |
197
| – | – | 0.01% | 121 |
|
|
2024
Q1 | $19.1K | Hold |
197
| – | – | 0.01% | 127 |
|
|
2023
Q4 | $19.1K | Hold |
197
| – | – | 0.01% | 142 |
|
|
2023
Q3 | $17.4K | Hold |
197
| – | – | 0.01% | 151 |
|
|
2023
Q2 | $17.7K | Buy |
+197
| New | +$17.7K | 0.01% | 135 |
|