Dakota Wealth Management’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 | $2.26M | Sell |
19,164
-3,075
| -14% | -$363K | 0.05% | 248 |
|
|
2025
Q1 | $2.71M | Sell |
22,239
-70
| -0.3% | -$8.54K | 0.06% | 220 |
|
|
2024
Q4 | $2.4M | Sell |
22,309
-1,109
| -5% | -$119K | 0.06% | 235 |
|
|
2024
Q3 | $2.7M | Buy |
23,418
+1,781
| +8% | +$205K | 0.06% | 232 |
|
|
2024
Q2 | $2.17M | Sell |
21,637
-82
| -0.4% | -$8.22K | 0.05% | 247 |
|
|
2024
Q1 | $2.1M | Buy |
21,719
+3,768
| +21% | +$364K | 0.05% | 253 |
|
|
2023
Q4 | $1.74M | Buy |
17,951
+24
| +0.1% | +$2.33K | 0.07% | 235 |
|
|
2023
Q3 | $1.58M | Buy |
17,927
+4,553
| +34% | +$402K | 0.07% | 231 |
|
|
2023
Q2 | $1.2M | Buy |
13,374
+745
| +6% | +$66.9K | 0.06% | 230 |
|
|
2023
Q1 | $1.22M | Sell |
12,629
-18
| -0.1% | -$1.74K | 0.08% | 203 |
|
|
2022
Q4 | $1.3M | Sell |
12,647
-3,913
| -24% | -$403K | 0.09% | 190 |
|
|
2022
Q3 | $1.54M | Buy |
16,560
+8,279
| +100% | +$770K | 0.12% | 176 |
|
|
2022
Q2 | $888K | Buy |
8,281
+2,446
| +42% | +$262K | 0.08% | 195 |
|
|
2022
Q1 | $651K | Buy |
5,835
+3,415
| +141% | +$381K | 0.05% | 249 |
|
|
2021
Q4 | $254K | Buy |
2,420
+42
| +2% | +$4.41K | 0.03% | 322 |
|
|
2021
Q3 | $232K | Buy |
+2,378
| New | +$232K | 0.03% | 311 |
|
|
2020
Q3 | – | Sell |
-2,570
| Closed | -$206K | – | 291 |
|
|
2020
Q2 | $206K | Buy |
+2,570
| New | +$206K | 0.04% | 247 |
|