FSC Wealth 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 | – | Sell |
-324
| Closed | -$39.5K | – | 121 |
|
|
2025
Q1 | $39.5K | Buy |
324
+3
| +0.9% | +$366 | 0.03% | 126 |
|
|
2024
Q4 | $34.6K | Sell |
321
-91
| -22% | -$9.8K | 0.02% | 133 |
|
|
2024
Q3 | $47.5K | Buy |
412
+3
| +0.7% | +$346 | 0.03% | 116 |
|
|
2024
Q2 | $41K | Buy |
409
+87
| +27% | +$8.72K | 0.03% | 114 |
|
|
2024
Q1 | $31.1K | Sell |
322
-1
| -0.3% | -$97 | 0.02% | 132 |
|
|
2023
Q4 | $31.3K | Hold |
323
| – | – | 0.02% | 130 |
|
|
2023
Q3 | $28.5K | Buy |
+323
| New | +$28.5K | 0.03% | 107 |
|