Cassaday & Co 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 | $1.01M | Buy |
8,542
+558
| +7% | +$65.8K | 0.03% | 128 |
|
|
2025
Q1 | $974K | Sell |
7,984
-66
| -0.8% | -$8.05K | 0.03% | 117 |
|
|
2024
Q4 | $867K | Sell |
8,050
-82
| -1% | -$8.84K | 0.02% | 130 |
|
|
2024
Q3 | $938K | Buy |
8,132
+134
| +2% | +$15.5K | 0.03% | 119 |
|
|
2024
Q2 | $802K | Buy |
7,998
+928
| +13% | +$93K | 0.03% | 127 |
|
|
2024
Q1 | $684K | Buy |
7,070
+230
| +3% | +$22.2K | 0.02% | 147 |
|
|
2023
Q4 | $664K | Sell |
6,840
-700
| -9% | -$67.9K | 0.02% | 138 |
|
|
2023
Q3 | $666K | Buy |
7,540
+621
| +9% | +$54.8K | 0.03% | 120 |
|
|
2023
Q2 | $621K | Sell |
6,919
-100
| -1% | -$8.97K | 0.02% | 134 |
|
|
2023
Q1 | $677K | Buy |
7,019
+943
| +16% | +$91K | 0.03% | 132 |
|
|
2022
Q4 | $626K | Buy |
+6,076
| New | +$626K | 0.03% | 131 |
|