Focus Partners Wealth’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 | $92.1M | Buy |
780,714
+40,084
| +5% | +$4.73M | 0.2% | 109 |
|
|
2025
Q1 | $90.3M | Buy |
740,630
+34,434
| +5% | +$4.2M | 0.23% | 95 |
|
|
2024
Q4 | $76.1M | Buy |
706,196
+72,984
| +12% | +$7.86M | 0.2% | 109 |
|
|
2024
Q3 | $73M | Buy |
633,212
+222,815
| +54% | +$25.7M | 0.23% | 93 |
|
|
2024
Q2 | $41.1M | Buy |
410,397
+319,935
| +354% | +$32.1M | 0.14% | 154 |
|
|
2024
Q1 | $8.75M | Buy |
90,462
+14,343
| +19% | +$1.39M | 0.07% | 234 |
|
|
2023
Q4 | $7.39M | Buy |
+76,119
| New | +$7.39M | 0.1% | 183 |
|