Channel Wealth’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 | $368K | Buy |
3,117
+23
| +0.7% | +$2.71K | 0.1% | 122 |
|
|
2025
Q1 | $377K | Buy |
3,094
+22
| +0.7% | +$2.68K | 0.12% | 114 |
|
|
2024
Q4 | $331K | Buy |
3,072
+25
| +0.8% | +$2.69K | 0.11% | 126 |
|
|
2024
Q3 | $351K | Buy |
3,047
+22
| +0.7% | +$2.54K | 0.12% | 116 |
|
|
2024
Q2 | $303K | Sell |
3,025
-131
| -4% | -$13.1K | 0.11% | 125 |
|
|
2024
Q1 | $305K | Buy |
3,156
+9
| +0.3% | +$870 | 0.12% | 129 |
|
|
2023
Q4 | $305K | Buy |
+3,147
| New | +$305K | 0.14% | 123 |
|