Farther Finance Advisors’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 | $3.57M | Buy |
30,233
+11,435
| +61% | +$1.35M | 0.07% | 237 |
|
|
2025
Q1 | $2.28M | Buy |
18,798
+6,120
| +48% | +$741K | 0.06% | 274 |
|
|
2024
Q4 | $1.37M | Buy |
12,678
+140
| +1% | +$15.1K | 0.05% | 288 |
|
|
2024
Q3 | $1.45M | Buy |
12,538
+4,500
| +56% | +$519K | 0.05% | 259 |
|
|
2024
Q2 | $799K | Buy |
8,038
+2,835
| +54% | +$282K | 0.04% | 351 |
|
|
2024
Q1 | $500K | Buy |
5,203
+389
| +8% | +$37.4K | 0.03% | 397 |
|
|
2023
Q4 | $467K | Buy |
4,814
+2,453
| +104% | +$238K | 0.03% | 363 |
|
|
2023
Q3 | $208K | Buy |
2,361
+851
| +56% | +$75.1K | 0.03% | 377 |
|
|
2023
Q2 | $135K | Buy |
1,510
+185
| +14% | +$16.6K | 0.03% | 383 |
|
|
2023
Q1 | $128K | Buy |
1,325
+85
| +7% | +$8.2K | 0.04% | 343 |
|
|
2022
Q4 | $128K | Buy |
+1,240
| New | +$128K | 0.05% | 283 |
|