Financial Advisors Network’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 | $424K | Buy |
3,592
+431
| +14% | +$50.9K | 0.06% | 122 |
|
|
2025
Q1 | $386K | Buy |
3,161
+81
| +3% | +$9.88K | 0.06% | 119 |
|
|
2024
Q4 | $332K | Buy |
+3,080
| New | +$332K | 0.06% | 138 |
|
|
2023
Q4 | $295K | Sell |
3,035
-245
| -7% | -$23.8K | 0.06% | 135 |
|
|
2023
Q3 | $290K | Buy |
+3,280
| New | +$290K | 0.07% | 124 |
|
|
2017
Q1 | – | Sell |
-87
| Closed | -$6.71K | – | 190 |
|
|
2016
Q4 | $6.71K | Buy |
+87
| New | +$6.71K | 0.01% | 299 |
|