Dogwood 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 | $1.06M | Buy |
9,125
+3,152
| +53% | +$367K | 0.52% | 40 |
|
|
2025
Q1 | $729K | Buy |
+5,973
| New | +$729K | 0.38% | 56 |
|
|
2024
Q4 | – | Hold |
0
| – | -$11 | – | 397 |
|
|
2024
Q3 | – | Hold |
0
| – | -$10 | – | 245 |
|
|
2024
Q2 | – | Hold |
0
| – | -$9 | – | 287 |
|
|
2024
Q1 | – | Hold |
0
| – | -$14 | – | 288 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 259 |
|