Financial Connections 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 | $22K | Hold |
187
| – | – | 0.01% | 140 |
|
|
2025
Q1 | $22K | Hold |
187
| – | – | 0.01% | 128 |
|
|
2024
Q4 | $20K | Hold |
187
| – | – | 0.01% | 126 |
|
|
2024
Q3 | $21K | Hold |
187
| – | – | 0.01% | 124 |
|
|
2024
Q2 | $18K | Sell |
187
-1
| -0.5% | -$96 | 0.01% | 158 |
|
|
2024
Q1 | $19K | Buy |
188
+1
| +0.5% | +$101 | 0.02% | 77 |
|
|
2023
Q4 | $18K | Hold |
187
| – | – | 0.01% | 145 |
|
|
2023
Q3 | $16K | Hold |
187
| – | – | 0.02% | 85 |
|
|
2023
Q2 | $16K | Hold |
187
| – | – | 0.01% | 158 |
|
|
2023
Q1 | $18K | Hold |
187
| – | – | 0.01% | 138 |
|
|
2022
Q4 | $19K | Hold |
187
| – | – | 0.02% | 136 |
|
|
2022
Q3 | $17K | Hold |
187
| – | – | 0.01% | 124 |
|
|
2022
Q2 | $20K | Hold |
187
| – | – | 0.02% | 144 |
|
|
2022
Q1 | $20K | Hold |
187
| – | – | 0.02% | 149 |
|
|
2021
Q4 | $19K | Buy |
+187
| New | +$19K | 0.02% | 161 |
|