Covestor’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 | $65K | Buy |
543
+9
| +2% | +$1.08K | 0.04% | 780 |
|
|
2025
Q1 | $65K | Buy |
534
+98
| +22% | +$11.9K | 0.04% | 725 |
|
|
2024
Q4 | $47K | Buy |
436
+26
| +6% | +$2.8K | 0.03% | 872 |
|
|
2024
Q3 | $47K | Buy |
410
+97
| +31% | +$11.1K | 0.03% | 899 |
|
|
2024
Q2 | $31K | Sell |
313
-3
| -0.9% | -$297 | 0.02% | 1035 |
|
|
2024
Q1 | $31K | Sell |
316
-13
| -4% | -$1.28K | 0.02% | 1051 |
|
|
2023
Q4 | $32K | Buy |
329
+8
| +2% | +$778 | 0.02% | 1023 |
|
|
2023
Q3 | $28K | Sell |
321
-18
| -5% | -$1.57K | 0.02% | 996 |
|
|
2023
Q2 | $30K | Sell |
339
-5
| -1% | -$442 | 0.02% | 983 |
|
|
2023
Q1 | $33K | Buy |
344
+2
| +0.6% | +$192 | 0.03% | 861 |
|
|
2022
Q4 | $35K | Sell |
342
-3
| -0.9% | -$307 | 0.03% | 865 |
|
|
2022
Q3 | $32K | Sell |
345
-884
| -72% | -$82K | 0.03% | 864 |
|
|
2022
Q2 | $132K | Sell |
1,229
-31
| -2% | -$3.33K | 0.1% | 248 |
|
|
2022
Q1 | $141K | Buy |
1,260
+1,030
| +448% | +$115K | 0.09% | 300 |
|
|
2021
Q4 | $24K | Buy |
+230
| New | +$24K | 0.03% | 813 |
|