Concord Wealth Partners’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 | $2.67M | Buy |
22,609
+9,197
| +69% | +$1.09M | 0.39% | 59 |
|
|
2025
Q1 | $1.64M | Buy |
13,412
+7,138
| +114% | +$871K | 0.27% | 88 |
|
|
2024
Q4 | $676K | Buy |
6,274
+596
| +10% | +$64.2K | 0.11% | 125 |
|
|
2024
Q3 | $655K | Buy |
5,678
+207
| +4% | +$23.9K | 0.11% | 122 |
|
|
2024
Q2 | $548K | Sell |
5,471
-1,257
| -19% | -$126K | 0.1% | 129 |
|
|
2024
Q1 | $651K | Buy |
6,728
+1,379
| +26% | +$133K | 0.12% | 124 |
|
|
2023
Q4 | $519K | Sell |
5,349
-1,511
| -22% | -$147K | 0.1% | 123 |
|
|
2023
Q3 | $605K | Sell |
6,860
-452
| -6% | -$39.9K | 0.13% | 112 |
|
|
2023
Q2 | $656K | Buy |
7,312
+1,485
| +25% | +$133K | 0.14% | 92 |
|
|
2023
Q1 | $562K | Buy |
5,827
+636
| +12% | +$61.4K | 0.16% | 79 |
|
|
2022
Q4 | $535K | Sell |
5,191
-2,120
| -29% | -$218K | 0.16% | 82 |
|
|
2022
Q3 | $680K | Sell |
7,311
-445
| -6% | -$41.4K | 0.22% | 68 |
|
|
2022
Q2 | $832K | Sell |
7,756
-449
| -5% | -$48.2K | 0.23% | 62 |
|
|
2022
Q1 | $916K | Buy |
8,205
+205
| +3% | +$22.9K | 0.24% | 56 |
|
|
2021
Q4 | $839K | Buy |
8,000
+4,097
| +105% | +$430K | 0.21% | 55 |
|
|
2021
Q3 | $381K | Sell |
3,903
-4,037
| -51% | -$394K | 0.16% | 47 |
|
|
2021
Q2 | $784K | Buy |
7,940
+828
| +12% | +$81.8K | 0.22% | 40 |
|
|
2021
Q1 | $686K | Buy |
7,112
+1,308
| +23% | +$126K | 0.23% | 43 |
|
|
2020
Q4 | $531K | Buy |
+5,804
| New | +$531K | 0.41% | 31 |
|