Empower Advisory Group’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
$148M Buy
1,254,496
+58,282
+5% +$6.88M 0.44% 40
2025
Q1
$146M Buy
1,196,214
+37,399
+3% +$4.56M 0.48% 39
2024
Q4
$125M Buy
1,158,815
+33,926
+3% +$3.66M 0.42% 44
2024
Q3
$130M Buy
1,124,889
+20,334
+2% +$2.34M 0.44% 45
2024
Q2
$111M Buy
1,104,555
+14,743
+1% +$1.48M 0.41% 51
2024
Q1
$105M Buy
1,089,812
+72,505
+7% +$7.01M 0.39% 53
2023
Q4
$98.7M Sell
1,017,307
-16,177
-2% -$1.57M 0.39% 57
2023
Q3
$91.2M Buy
1,033,484
+36,720
+4% +$3.24M 0.4% 51
2023
Q2
$89.4M Buy
996,764
+26,434
+3% +$2.37M 0.39% 54
2023
Q1
$92.3M Buy
+970,330
New +$92.3M 0.41% 51