Cornerstone Planning Group’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 | $19.3K | Buy |
156
+12
| +8% | +$1.48K | ﹤0.01% | 428 |
|
|
2025
Q1 | $17.5K | Buy |
144
+27
| +23% | +$3.28K | ﹤0.01% | 441 |
|
|
2024
Q4 | $13.2K | Buy |
117
+20
| +21% | +$2.26K | ﹤0.01% | 374 |
|
|
2024
Q3 | $11.1K | Buy |
97
+3
| +3% | +$344 | ﹤0.01% | 398 |
|
|
2024
Q2 | $10.4K | Buy |
94
+7
| +8% | +$774 | ﹤0.01% | 433 |
|
|
2024
Q1 | $8.7K | Sell |
87
-61
| -41% | -$6.1K | ﹤0.01% | 433 |
|
|
2023
Q4 | $14.3K | Sell |
148
-37
| -20% | -$3.59K | ﹤0.01% | 366 |
|
|
2023
Q3 | $16.3K | Buy |
185
+17
| +10% | +$1.5K | 0.01% | 338 |
|
|
2023
Q2 | $15K | Buy |
+168
| New | +$15K | 0.01% | 513 |
|
|
2022
Q4 | $27.3K | Buy |
+267
| New | +$27.3K | 0.01% | 366 |
|