EPG 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 | $685K | Sell |
5,805
-2,674
| -32% | -$316K | 0.21% | 121 |
|
|
2025
Q1 | $1.03M | Buy |
8,479
+129
| +2% | +$15.7K | 0.29% | 101 |
|
|
2024
Q4 | $900K | Sell |
8,350
-69
| -0.8% | -$7.44K | 0.24% | 115 |
|
|
2024
Q3 | $971K | Buy |
+8,419
| New | +$971K | 0.24% | 111 |
|
|
2024
Q2 | – | Sell |
-9,945
| Closed | -$962K | – | 107 |
|
|
2024
Q1 | $962K | Buy |
9,945
+706
| +8% | +$68.3K | 0.24% | 111 |
|
|
2023
Q4 | $846K | Buy |
9,239
+187
| +2% | +$17.1K | 0.22% | 120 |
|
|
2023
Q3 | $799K | Buy |
9,052
+511
| +6% | +$45.1K | 0.24% | 105 |
|
|
2023
Q2 | $766K | Buy |
8,541
+152
| +2% | +$13.6K | 0.23% | 108 |
|
|
2023
Q1 | $809K | Buy |
8,389
+1,512
| +22% | +$146K | 0.26% | 93 |
|
|
2022
Q4 | $708K | Sell |
6,877
-105
| -2% | -$10.8K | 0.27% | 85 |
|
|
2022
Q3 | $650K | Buy |
6,982
+351
| +5% | +$32.7K | 0.27% | 86 |
|
|
2022
Q2 | $711K | Sell |
6,631
-317
| -5% | -$34K | 0.3% | 78 |
|
|
2022
Q1 | $776K | Buy |
6,948
+529
| +8% | +$59.1K | 0.27% | 75 |
|
|
2021
Q4 | $673K | Buy |
6,419
+71
| +1% | +$7.44K | 0.24% | 85 |
|
|
2021
Q3 | $619K | Buy |
6,348
+908
| +17% | +$88.5K | 0.25% | 87 |
|
|
2021
Q2 | $537K | Buy |
5,440
+314
| +6% | +$31K | 0.23% | 102 |
|
|
2021
Q1 | $495K | Buy |
5,126
+34
| +0.7% | +$3.28K | 0.24% | 95 |
|
|
2020
Q4 | $466K | Sell |
5,092
-472
| -8% | -$43.2K | 0.28% | 82 |
|
|
2020
Q3 | $493K | Sell |
5,564
-1,036
| -16% | -$91.8K | 0.36% | 62 |
|
|
2020
Q2 | $527K | Buy |
6,600
+249
| +4% | +$19.9K | 0.37% | 69 |
|
|
2020
Q1 | $514K | Buy |
6,351
+4,686
| +281% | +$379K | 0.38% | 59 |
|
|
2019
Q4 | $152K | Buy |
+1,665
| New | +$152K | 0.11% | 119 |
|