Cyndeo Wealth Partners’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 | $653K | Buy |
5,534
+424
| +8% | +$50K | 0.04% | 274 |
|
|
2025
Q1 | $623K | Sell |
5,110
-248
| -5% | -$30.3K | 0.04% | 269 |
|
|
2024
Q4 | $577K | Buy |
5,358
+21
| +0.4% | +$2.26K | 0.04% | 273 |
|
|
2024
Q3 | $615K | Buy |
5,337
+1,802
| +51% | +$208K | 0.04% | 268 |
|
|
2024
Q2 | $354K | Sell |
3,535
-11
| -0.3% | -$1.1K | 0.03% | 320 |
|
|
2024
Q1 | $343K | Buy |
3,546
+203
| +6% | +$19.6K | 0.03% | 308 |
|
|
2023
Q4 | $324K | Buy |
3,343
+3
| +0.1% | +$291 | 0.03% | 303 |
|
|
2023
Q3 | $295K | Buy |
3,340
+774
| +30% | +$68.3K | 0.03% | 278 |
|
|
2023
Q2 | $230K | Sell |
2,566
-111
| -4% | -$9.96K | 0.02% | 297 |
|
|
2023
Q1 | $258K | Sell |
2,677
-1,332
| -33% | -$129K | 0.03% | 284 |
|
|
2022
Q4 | $413K | Buy |
+4,009
| New | +$413K | 0.05% | 231 |
|