FLC Capital Advisors’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 | $422K | Buy |
3,575
+5
| +0.1% | +$590 | 0.09% | 129 |
|
|
2025
Q1 | $435K | Hold |
3,570
| – | – | 0.1% | 117 |
|
|
2024
Q4 | $385K | Sell |
3,570
-648
| -15% | -$69.8K | 0.09% | 122 |
|
|
2024
Q3 | $486K | Buy |
4,218
+349
| +9% | +$40.2K | 0.11% | 104 |
|
|
2024
Q2 | $388K | Hold |
3,869
| – | – | 0.1% | 114 |
|
|
2024
Q1 | $374K | Buy |
3,869
+17
| +0.4% | +$1.64K | 0.09% | 109 |
|
|
2023
Q4 | $374K | Buy |
3,852
+1,021
| +36% | +$99.1K | 0.1% | 109 |
|
|
2023
Q3 | $250K | Buy |
+2,831
| New | +$250K | 0.08% | 127 |
|