Fox Hill Wealth Management’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 | $3.32M | Buy |
28,157
+1,112
| +4% | +$131K | 1.71% | 16 |
|
|
2025
Q1 | $3.3M | Buy |
27,045
+920
| +4% | +$112K | 1.95% | 13 |
|
|
2024
Q4 | $2.81M | Buy |
26,125
+1,314
| +5% | +$142K | 1.59% | 16 |
|
|
2024
Q3 | $2.86M | Buy |
24,811
+5,694
| +30% | +$657K | 1.58% | 13 |
|
|
2024
Q2 | $1.92M | Buy |
19,117
+715
| +4% | +$71.7K | 1.17% | 26 |
|
|
2024
Q1 | $1.78M | Buy |
18,402
+11,740
| +176% | +$1.14M | 1.2% | 25 |
|
|
2023
Q4 | $646K | Buy |
+6,662
| New | +$646K | 0.5% | 55 |
|