Fortis Group 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 | $67.3K | Hold |
570
| – | – | 0.01% | 234 |
|
|
2025
Q1 | $69.5K | Hold |
570
| – | – | 0.01% | 203 |
|
|
2024
Q4 | $61.4K | Hold |
570
| – | – | 0.01% | 211 |
|
|
2024
Q3 | $65.7K | Hold |
570
| – | – | 0.01% | 197 |
|
|
2024
Q2 | $57.1K | Hold |
570
| – | – | 0.01% | 202 |
|
|
2024
Q1 | $55.1K | Sell |
570
-570
| -50% | -$55.1K | 0.01% | 224 |
|
|
2023
Q4 | $111K | Buy |
1,140
+570
| +100% | +$55.3K | 0.03% | 137 |
|
|
2023
Q3 | $50.3K | Buy |
+570
| New | +$50.3K | 0.02% | 140 |
|
|
2020
Q3 | $318K | Buy |
+3,599
| New | +$318K | 0.06% | 134 |
|