Centurion 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 | $353K | Buy |
2,991
+87
| +3% | +$10.3K | 0.1% | 162 |
|
|
2025
Q1 | $313K | Hold |
2,904
| – | – | 0.1% | 149 |
|
|
2024
Q4 | $313K | Sell |
2,904
-97
| -3% | -$10.4K | 0.1% | 149 |
|
|
2024
Q3 | $346K | Buy |
+3,001
| New | +$346K | 0.11% | 137 |
|
|
2024
Q1 | $290K | Buy |
2,994
+91
| +3% | +$8.8K | 0.11% | 133 |
|
|
2023
Q4 | $282K | Buy |
2,903
+35
| +1% | +$3.4K | 0.12% | 126 |
|
|
2023
Q3 | $253K | Buy |
2,868
+47
| +2% | +$4.15K | 0.12% | 117 |
|
|
2023
Q2 | $253K | Buy |
2,821
+172
| +6% | +$15.4K | 0.12% | 125 |
|
|
2023
Q1 | $256K | Buy |
2,649
+77
| +3% | +$7.43K | 0.13% | 121 |
|
|
2022
Q4 | $265K | Buy |
+2,572
| New | +$265K | 0.15% | 119 |
|