CA
Carson Advisory’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Buy |
31,421
+2
| +0% | +$236 | 2.36% | 10 |
|
|
2025
Q1 | $3.83M | Sell |
31,419
-217
| -0.7% | -$26.5K | 2.58% | 7 |
|
|
2024
Q4 | $3.41M | Sell |
31,636
-419
| -1% | -$45.1K | 2.37% | 8 |
|
|
2024
Q3 | $3.7M | Buy |
32,055
+84
| +0.3% | +$9.69K | 2.32% | 9 |
|
|
2024
Q2 | $3.2M | Buy |
31,971
+74
| +0.2% | +$7.42K | 2.25% | 9 |
|
|
2024
Q1 | $3.08M | Buy |
31,897
+99
| +0.3% | +$9.57K | 2.17% | 8 |
|
|
2023
Q4 | $3.09M | Buy |
31,798
+6,232
| +24% | +$605K | 2.4% | 7 |
|
|
2023
Q3 | $2.26M | Buy |
25,566
+5,702
| +29% | +$503K | 1.98% | 8 |
|
|
2023
Q2 | $1.78M | Sell |
19,864
-107
| -0.5% | -$9.6K | 1.51% | 11 |
|
|
2023
Q1 | $1.93M | Sell |
19,971
-1,173
| -6% | -$113K | 1.71% | 11 |
|
|
2022
Q4 | $2.18M | Buy |
21,144
+3,935
| +23% | +$405K | 2.09% | 12 |
|
|
2022
Q3 | $1.6M | Sell |
17,209
-118
| -0.7% | -$11K | 1.77% | 14 |
|
|
2022
Q2 | $1.86M | Buy |
17,327
+2
| +0% | +$214 | 2.08% | 13 |
|
|
2022
Q1 | $1.93M | Sell |
17,325
-548
| -3% | -$61.2K | 1.92% | 11 |
|
|
2021
Q4 | $1.88M | Buy |
+17,873
| New | +$1.88M | 1.9% | 12 |
|