Edge Financial Advisors’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 | $646K | Buy |
5,471
+575
| +12% | +$67.8K | 0.34% | 52 |
|
|
2025
Q1 | $597K | Buy |
4,896
+43
| +0.9% | +$5.24K | 0.38% | 46 |
|
|
2024
Q4 | $523K | Buy |
4,853
+46
| +1% | +$4.96K | 0.47% | 55 |
|
|
2024
Q3 | $554K | Buy |
+4,807
| New | +$554K | 0.49% | 54 |
|
|
2024
Q1 | $461K | Buy |
+4,767
| New | +$461K | 0.41% | 69 |
|