EverSource Wealth Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
9,218
-4,502
| -33% | -$531K | 0.05% | 254 |
|
|
2025
Q1 | $1.67M | Buy |
13,720
+868
| +7% | +$106K | 0.09% | 174 |
|
|
2024
Q4 | $1.38M | Buy |
12,852
+946
| +8% | +$102K | 0.08% | 197 |
|
|
2024
Q3 | $1.37M | Buy |
11,906
+231
| +2% | +$26.6K | 0.09% | 177 |
|
|
2024
Q2 | $1.28M | Buy |
11,675
+3,490
| +43% | +$381K | 0.08% | 182 |
|
|
2024
Q1 | $804K | Buy |
8,185
+3,206
| +64% | +$315K | 0.06% | 208 |
|
|
2023
Q4 | $483K | Buy |
4,979
+1,864
| +60% | +$181K | 0.04% | 248 |
|
|
2023
Q3 | $275K | Buy |
3,115
+179
| +6% | +$15.8K | 0.03% | 331 |
|
|
2023
Q2 | $263K | Sell |
2,936
-338
| -10% | -$30.3K | 0.03% | 341 |
|
|
2023
Q1 | $316K | Sell |
3,274
-828
| -20% | -$79.9K | 0.04% | 289 |
|
|
2022
Q4 | $423K | Buy |
4,102
+1,208
| +42% | +$124K | 0.06% | 222 |
|
|
2022
Q3 | $270K | Buy |
2,894
+359
| +14% | +$33.5K | 0.06% | 253 |
|
|
2022
Q2 | $271K | Buy |
2,535
+31
| +1% | +$3.31K | 0.07% | 221 |
|
|
2022
Q1 | $279K | Buy |
2,504
+64
| +3% | +$7.13K | 0.07% | 215 |
|
|
2021
Q4 | $256K | Buy |
+2,440
| New | +$256K | 0.07% | 190 |
|