CarsonAllaria 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 | $239K | Sell |
2,026
-1
| -0% | -$118 | 0.13% | 57 |
|
|
2025
Q1 | $247K | Buy |
2,027
+12
| +0.6% | +$1.46K | 0.14% | 57 |
|
|
2024
Q4 | $217K | Sell |
2,015
-241
| -11% | -$26K | 0.12% | 62 |
|
|
2024
Q3 | $260K | Sell |
2,256
-125
| -5% | -$14.4K | 0.15% | 53 |
|
|
2024
Q2 | $239K | Sell |
2,381
-278
| -10% | -$27.9K | 0.15% | 59 |
|
|
2024
Q1 | $257K | Sell |
2,659
-559
| -17% | -$54.1K | 0.16% | 56 |
|
|
2023
Q4 | $312K | Sell |
3,218
-206
| -6% | -$20K | 0.22% | 45 |
|
|
2023
Q3 | $302K | Sell |
3,424
-28
| -0.8% | -$2.47K | 0.25% | 46 |
|
|
2023
Q2 | $310K | Sell |
3,452
-3
| -0.1% | -$269 | 0.24% | 50 |
|
|
2023
Q1 | $333K | Buy |
3,455
+18
| +0.5% | +$1.74K | 0.28% | 42 |
|
|
2022
Q4 | $354K | Sell |
3,437
-6
| -0.2% | -$618 | 0.31% | 42 |
|
|
2022
Q3 | $320K | Sell |
3,443
-69
| -2% | -$6.41K | 0.3% | 40 |
|
|
2022
Q2 | $377K | Buy |
3,512
+27
| +0.8% | +$2.9K | 0.35% | 36 |
|
|
2022
Q1 | $389K | Sell |
3,485
-1
| -0% | -$112 | 0.35% | 38 |
|
|
2021
Q4 | $366K | Buy |
+3,486
| New | +$366K | 0.32% | 40 |
|