Envestnet Portfolio Solutions’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 | $16.2M | Sell |
137,110
-28,748
| -17% | -$3.39M | 0.06% | 155 |
|
|
2025
Q1 | $20.2M | Sell |
165,858
-26,759
| -14% | -$3.26M | 0.08% | 122 |
|
|
2024
Q4 | $20.8M | Buy |
192,617
+21,587
| +13% | +$2.33M | 0.07% | 133 |
|
|
2024
Q3 | $19.7M | Sell |
171,030
-7,972
| -4% | -$919K | 0.06% | 147 |
|
|
2024
Q2 | $17.9M | Buy |
179,002
+213
| +0.1% | +$21.3K | 0.06% | 151 |
|
|
2024
Q1 | $17.3M | Buy |
178,789
+245
| +0.1% | +$23.7K | 0.07% | 154 |
|
|
2023
Q4 | $17.3M | Buy |
178,544
+9,473
| +6% | +$919K | 0.07% | 140 |
|
|
2023
Q3 | $14.9M | Buy |
+169,071
| New | +$14.9M | 0.07% | 138 |
|