Financial Partners Group (Tennessee)’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 | $680K | Sell |
5,760
-2,516
| -30% | -$297K | 0.25% | 58 |
|
|
2025
Q1 | $1.01M | Sell |
8,276
-680
| -8% | -$82.9K | 0.44% | 50 |
|
|
2024
Q4 | $965K | Buy |
8,956
+2,525
| +39% | +$272K | 0.4% | 57 |
|
|
2024
Q3 | $742K | Sell |
6,431
-868
| -12% | -$100K | 0.28% | 66 |
|
|
2024
Q2 | $732K | Buy |
7,299
+30
| +0.4% | +$3.01K | 0.28% | 65 |
|
|
2024
Q1 | $703K | Buy |
7,269
+42
| +0.6% | +$4.06K | 0.27% | 67 |
|
|
2023
Q4 | $701K | Buy |
7,227
+28
| +0.4% | +$2.72K | 0.32% | 58 |
|
|
2023
Q3 | $635K | Buy |
7,199
+3,006
| +72% | +$265K | 0.3% | 58 |
|
|
2023
Q2 | $376K | Hold |
4,193
| – | – | 0.19% | 61 |
|
|
2023
Q1 | $405K | Hold |
4,193
| – | – | 0.21% | 60 |
|
|
2022
Q4 | $432K | Buy |
+4,193
| New | +$432K | 0.26% | 56 |
|