Coppell Advisory Solutions’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 | $729K | Buy |
6,238
+96
| +2% | +$11.2K | 0.09% | 186 |
|
|
2025
Q1 | $748K | Buy |
6,142
+81
| +1% | +$9.86K | 0.1% | 170 |
|
|
2024
Q4 | $653K | Buy |
6,061
+1,449
| +31% | +$156K | 0.09% | 149 |
|
|
2024
Q3 | $535K | Buy |
4,612
+1,055
| +30% | +$122K | 0.08% | 167 |
|
|
2024
Q2 | $357K | Buy |
+3,557
| New | +$357K | 0.06% | 187 |
|
|
2023
Q4 | $379K | Buy |
3,909
+3,399
| +666% | +$330K | 0.08% | 178 |
|
|
2023
Q3 | $52.5K | Sell |
510
-1,658
| -76% | -$171K | 0.02% | 288 |
|
|
2023
Q2 | $193K | Buy |
+2,168
| New | +$193K | 0.05% | 193 |
|
|
2023
Q1 | – | Sell |
-510
| Closed | -$52.5K | – | 437 |
|
|
2022
Q4 | $52.5K | Buy |
+510
| New | +$52.5K | 0.02% | 290 |
|