Congress 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 | $3.08M | Buy |
27,143
+1,294
| +5% | +$147K | 0.03% | 487 |
|
|
2025
Q1 | $3M | Buy |
25,849
+15,682
| +154% | +$1.82M | 0.04% | 414 |
|
|
2024
Q4 | $1.09M | Buy |
10,167
+3,737
| +58% | +$400K | 0.02% | 505 |
|
|
2024
Q3 | $742K | Buy |
6,430
+761
| +13% | +$87.8K | 0.01% | 565 |
|
|
2024
Q2 | $568K | Buy |
+5,669
| New | +$568K | 0.01% | 519 |
|
|
2024
Q1 | – | Sell |
-2,685
| Closed | -$255K | – | 593 |
|
|
2023
Q4 | $255K | Buy |
+2,685
| New | +$255K | ﹤0.01% | 556 |
|