Crown Wealth 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 | – | Sell |
-1,788
| Closed | -$218K | – | 121 |
|
|
2025
Q1 | $218K | Buy |
+1,788
| New | +$218K | 0.11% | 97 |
|
|
2024
Q4 | – | Sell |
-2,026
| Closed | -$234K | – | 116 |
|
|
2024
Q3 | $234K | Buy |
+2,026
| New | +$234K | 0.1% | 100 |
|
|
2022
Q3 | – | Sell |
-2,061
| Closed | -$221K | – | 60 |
|
|
2022
Q2 | $221K | Sell |
2,061
-47
| -2% | -$5.04K | 0.2% | 66 |
|
|
2022
Q1 | $235K | Buy |
+2,108
| New | +$235K | 0.16% | 83 |
|