Consolidated Planning Corp’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 | $234K | Sell |
1,981
-406
| -17% | -$47.9K | 0.03% | 176 |
|
|
2025
Q1 | $291K | Sell |
2,387
-368
| -13% | -$44.9K | 0.04% | 157 |
|
|
2024
Q4 | $297K | Buy |
2,755
+570
| +26% | +$61.4K | 0.04% | 166 |
|
|
2024
Q3 | $252K | Sell |
2,185
-258
| -11% | -$29.7K | 0.04% | 174 |
|
|
2024
Q2 | $245K | Sell |
2,443
-516
| -17% | -$51.7K | 0.04% | 163 |
|
|
2024
Q1 | $286K | Sell |
2,959
-1,925
| -39% | -$186K | 0.05% | 141 |
|
|
2023
Q4 | $474K | Sell |
4,884
-3,621
| -43% | -$351K | 0.09% | 108 |
|
|
2023
Q3 | $751K | Sell |
8,505
-635
| -7% | -$56K | 0.17% | 97 |
|
|
2023
Q2 | $820K | Buy |
+9,140
| New | +$820K | 0.17% | 98 |
|
|
2021
Q4 | – | Sell |
-885
| Closed | -$86K | – | 167 |
|
|
2021
Q3 | $86K | Buy |
+885
| New | +$86K | 0.06% | 113 |
|