Elevation 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 | $202K | Hold |
1,709
| – | – | 0.08% | 112 |
|
|
2025
Q1 | $208K | Hold |
1,709
| – | – | 0.09% | 107 |
|
|
2024
Q4 | $184K | Hold |
1,709
| – | – | 0.08% | 118 |
|
|
2024
Q3 | $197K | Hold |
1,709
| – | – | 0.08% | 114 |
|
|
2024
Q2 | $171K | Sell |
1,709
-40
| -2% | -$4.01K | 0.08% | 120 |
|
|
2024
Q1 | $169K | Sell |
1,749
-133
| -7% | -$12.9K | 0.08% | 121 |
|
|
2023
Q4 | $166K | Buy |
+1,882
| New | +$166K | 0.1% | 116 |
|