Fiduciary Alliance’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 | $3.38M | Buy |
28,647
+11,754
| +70% | +$1.39M | 0.25% | 93 |
|
|
2025
Q1 | $2.06M | Buy |
16,893
+1,352
| +9% | +$165K | 0.2% | 110 |
|
|
2024
Q4 | $1.67M | Buy |
15,541
+8,853
| +132% | +$954K | 0.17% | 120 |
|
|
2024
Q3 | $771K | Buy |
6,688
+3,080
| +85% | +$355K | 0.1% | 125 |
|
|
2024
Q2 | $360K | Buy |
+3,608
| New | +$360K | 0.06% | 151 |
|
|
2024
Q1 | – | Sell |
-2,419
| Closed | -$235K | – | 200 |
|
|
2023
Q4 | $235K | Buy |
+2,419
| New | +$235K | 0.05% | 164 |
|
|
2023
Q3 | – | Sell |
-1,314
| Closed | -$118K | – | 373 |
|
|
2023
Q2 | $118K | Buy |
+1,314
| New | +$118K | 0.03% | 196 |
|
|
2023
Q1 | – | Sell |
-1,023
| Closed | -$105K | – | 340 |
|
|
2022
Q4 | $105K | Buy |
+1,023
| New | +$105K | 0.03% | 157 |
|