FSA
Financial Security Advisor’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
4,883
+15
| +0.3% | +$1.77K | 0.13% | 65 |
|
|
2025
Q1 | $594K | Buy |
4,868
+6
| +0.1% | +$732 | 0.15% | 60 |
|
|
2024
Q4 | $524K | Buy |
4,862
+6
| +0.1% | +$646 | 0.13% | 62 |
|
|
2024
Q3 | $560K | Sell |
4,856
-53
| -1% | -$6.11K | 0.14% | 59 |
|
|
2024
Q2 | $492K | Buy |
4,909
+67
| +1% | +$6.72K | 0.16% | 57 |
|
|
2024
Q1 | $468K | Sell |
4,842
-286
| -6% | -$27.7K | 0.16% | 59 |
|
|
2023
Q4 | $498K | Sell |
5,128
-466
| -8% | -$45.2K | 0.2% | 53 |
|
|
2023
Q3 | $494K | Buy |
+5,594
| New | +$494K | 0.23% | 53 |
|