Everhart Financial 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 | $1.41M | Buy |
11,909
+3,475
| +41% | +$410K | 0.16% | 88 |
|
|
2025
Q1 | $1.03M | Buy |
8,434
+956
| +13% | +$117K | 0.14% | 104 |
|
|
2024
Q4 | $806K | Sell |
7,478
-314
| -4% | -$33.8K | 0.17% | 126 |
|
|
2024
Q3 | $898K | Buy |
7,792
+551
| +8% | +$63.5K | 0.2% | 113 |
|
|
2024
Q2 | $726K | Buy |
7,241
+1,110
| +18% | +$111K | 0.19% | 111 |
|
|
2024
Q1 | $593K | Buy |
6,131
+825
| +16% | +$79.8K | 0.17% | 122 |
|
|
2023
Q4 | $515K | Buy |
5,306
+1,218
| +30% | +$118K | 0.18% | 110 |
|
|
2023
Q3 | $361K | Buy |
4,088
+1,219
| +42% | +$108K | 0.15% | 128 |
|
|
2023
Q2 | $257K | Sell |
2,869
-373
| -12% | -$33.5K | 0.11% | 176 |
|
|
2023
Q1 | $313K | Buy |
+3,242
| New | +$313K | 0.14% | 133 |
|
|
2022
Q4 | – | Sell |
-3,405
| Closed | -$317K | – | 202 |
|
|
2022
Q3 | $317K | Buy |
3,405
+265
| +8% | +$24.7K | 0.18% | 117 |
|
|
2022
Q2 | $337K | Buy |
3,140
+1,105
| +54% | +$119K | 0.2% | 111 |
|
|
2022
Q1 | $227K | Buy |
+2,035
| New | +$227K | 0.13% | 113 |
|