Carolinas Wealth Consulting’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 | – | Sell |
-18,483
| Closed | -$2.25M | – | 245 |
|
|
2025
Q1 | $2.25M | Sell |
18,483
-11,175
| -38% | -$1.36M | 0.49% | 34 |
|
|
2024
Q4 | $3.2M | Sell |
29,658
-942
| -3% | -$101K | 0.63% | 31 |
|
|
2024
Q3 | $3.53M | Buy |
30,600
+1,338
| +5% | +$154K | 0.64% | 34 |
|
|
2024
Q2 | $2.93M | Sell |
29,262
-1,504
| -5% | -$151K | 0.57% | 35 |
|
|
2024
Q1 | $2.98M | Sell |
30,766
-125,430
| -80% | -$12.1M | 0.59% | 35 |
|
|
2023
Q4 | $2.76M | Sell |
156,196
-193
| -0.1% | -$3.41K | 0.6% | 35 |
|
|
2023
Q3 | $2.55M | Buy |
156,389
+1,086
| +0.7% | +$17.7K | 0.64% | 35 |
|
|
2023
Q2 | $2.48M | Buy |
155,303
+224
| +0.1% | +$3.57K | 0.49% | 40 |
|
|
2023
Q1 | $2.63M | Buy |
155,079
+1,529
| +1% | +$26K | 0.56% | 40 |
|
|
2022
Q4 | $2.64M | Buy |
153,550
+988
| +0.6% | +$17K | 0.6% | 34 |
|
|
2022
Q3 | $2.31M | Buy |
152,562
+99,580
| +188% | +$1.51M | 0.58% | 38 |
|
|
2022
Q2 | $2.52M | Buy |
52,982
+29,835
| +129% | +$1.42M | 0.62% | 35 |
|
|
2022
Q1 | $2.59M | Sell |
23,147
-778
| -3% | -$86.9K | 0.57% | 36 |
|
|
2021
Q4 | $2.51M | Buy |
23,925
+570
| +2% | +$59.8K | 0.55% | 35 |
|
|
2021
Q3 | $2.28M | Sell |
23,355
-835
| -3% | -$81.5K | 0.53% | 36 |
|
|
2021
Q2 | $2.39M | Buy |
24,190
+9,484
| +64% | +$936K | 0.52% | 36 |
|
|
2021
Q1 | $1.42M | Buy |
14,706
+953
| +7% | +$92K | 0.35% | 40 |
|
|
2020
Q4 | $1.26M | Sell |
13,753
-103
| -0.7% | -$9.43K | 0.34% | 41 |
|
|
2020
Q3 | $1.23M | Buy |
13,856
+697
| +5% | +$61.7K | 0.41% | 38 |
|
|
2020
Q2 | $1.05M | Buy |
13,159
+112
| +0.9% | +$8.95K | 0.41% | 40 |
|
|
2020
Q1 | $1.05M | Buy |
13,047
+3,274
| +34% | +$264K | 0.57% | 34 |
|
|
2019
Q4 | $883K | Buy |
+9,773
| New | +$883K | 0.92% | 27 |
|