FSB Premier 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 | $262K | Sell |
2,217
-165
| -7% | -$19.5K | 0.09% | 188 |
|
|
2025
Q1 | $291K | Sell |
2,382
-294
| -11% | -$35.9K | 0.11% | 172 |
|
|
2024
Q4 | $288K | Buy |
2,676
+108
| +4% | +$11.6K | 0.12% | 173 |
|
|
2024
Q3 | $296K | Sell |
2,568
-58
| -2% | -$6.69K | 0.12% | 167 |
|
|
2024
Q2 | $263K | Sell |
2,626
-189
| -7% | -$18.9K | 0.12% | 158 |
|
|
2024
Q1 | $272K | Sell |
2,815
-8
| -0.3% | -$774 | 0.13% | 146 |
|
|
2023
Q4 | $274K | Buy |
2,823
+108
| +4% | +$10.5K | 0.14% | 136 |
|
|
2023
Q3 | $240K | Buy |
2,715
+143
| +6% | +$12.6K | 0.13% | 132 |
|
|
2023
Q2 | $231K | Buy |
2,572
+299
| +13% | +$26.8K | 0.13% | 138 |
|
|
2023
Q1 | $219K | Buy |
+2,273
| New | +$219K | 0.12% | 135 |
|
|
2022
Q1 | – | Sell |
-608
| Closed | -$63K | – | 244 |
|
|
2021
Q4 | $63K | Buy |
+608
| New | +$63K | 0.03% | 215 |
|