CreativeOne Wealth’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 | $1.46M | Buy |
12,404
+1,326
| +12% | +$156K | 0.04% | 429 |
|
|
2025
Q1 | $1.35M | Buy |
11,078
+381
| +4% | +$46.5K | 0.04% | 397 |
|
|
2024
Q4 | $1.15M | Buy |
10,697
+958
| +10% | +$103K | 0.04% | 422 |
|
|
2024
Q3 | $1.12M | Buy |
9,739
+3,492
| +56% | +$403K | 0.04% | 401 |
|
|
2024
Q2 | $627K | Sell |
6,247
-3,145
| -33% | -$316K | 0.03% | 424 |
|
|
2024
Q1 | $908K | Buy |
9,392
+2,120
| +29% | +$205K | 0.04% | 400 |
|
|
2023
Q4 | $705K | Sell |
7,272
-781
| -10% | -$75.7K | 0.05% | 309 |
|
|
2023
Q3 | $710K | Sell |
8,053
-7,564
| -48% | -$667K | 0.05% | 284 |
|
|
2023
Q2 | $1.4M | Buy |
15,617
+1,863
| +14% | +$167K | 0.07% | 269 |
|
|
2023
Q1 | $1.33M | Buy |
13,754
+1,764
| +15% | +$170K | 0.07% | 259 |
|
|
2022
Q4 | $1.23M | Buy |
11,990
+1,753
| +17% | +$180K | 0.07% | 255 |
|
|
2022
Q3 | $952K | Buy |
10,237
+1,072
| +12% | +$99.7K | 0.06% | 270 |
|
|
2022
Q2 | $982K | Sell |
9,165
-498
| -5% | -$53.4K | 0.05% | 264 |
|
|
2022
Q1 | $1.08M | Buy |
9,663
+962
| +11% | +$107K | 0.06% | 263 |
|
|
2021
Q4 | $913K | Sell |
8,701
-180
| -2% | -$18.9K | 0.05% | 308 |
|
|
2021
Q3 | $867K | Buy |
8,881
+2,933
| +49% | +$286K | 0.05% | 284 |
|
|
2021
Q2 | $587K | Buy |
5,948
+2,247
| +61% | +$222K | 0.04% | 348 |
|
|
2021
Q1 | $358K | Buy |
+3,701
| New | +$358K | 0.03% | 406 |
|