FSA 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 | $51.6K | Hold |
437
| – | – | 0.02% | 150 |
|
|
2025
Q1 | $53.3K | Hold |
437
| – | – | 0.02% | 146 |
|
|
2024
Q4 | $47.1K | Hold |
437
| – | – | 0.02% | 157 |
|
|
2024
Q3 | $50.4K | Buy |
+437
| New | +$50.4K | 0.02% | 161 |
|
|
2024
Q1 | $42.3K | Hold |
437
| – | – | 0.02% | 167 |
|
|
2023
Q4 | $42K | Buy |
+437
| New | +$42K | 0.02% | 155 |
|
|
2021
Q1 | – | Sell |
-578
| Closed | -$53K | – | 106 |
|
|
2020
Q4 | $53K | Buy |
+578
| New | +$53K | 0.03% | 122 |
|
|
2020
Q3 | – | Sell |
-683
| Closed | -$55K | – | 143 |
|
|
2020
Q2 | $55K | Hold |
683
| – | – | 0.04% | 113 |
|
|
2020
Q1 | $55K | Hold |
683
| – | – | 0.05% | 102 |
|
|
2019
Q4 | $62K | Buy |
+683
| New | +$62K | 0.04% | 109 |
|