Fortis 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 | $292K | Buy |
2,474
+26
| +1% | +$3.07K | 0.05% | 203 |
|
|
2025
Q1 | $299K | Buy |
2,448
+287
| +13% | +$35K | 0.06% | 206 |
|
|
2024
Q4 | $246K | Buy |
2,161
+86
| +4% | +$9.8K | 0.08% | 152 |
|
|
2024
Q3 | $239K | Buy |
+2,075
| New | +$239K | 0.08% | 156 |
|
|
2023
Q2 | – | Sell |
-227
| Closed | -$21.9K | – | 241 |
|
|
2023
Q1 | $21.9K | Buy |
227
+35
| +18% | +$3.38K | 0.01% | 392 |
|
|
2022
Q4 | $19.8K | Buy |
+192
| New | +$19.8K | 0.01% | 406 |
|