Future Financial 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 | $732K | Buy |
6,205
+26
| +0.4% | +$3.07K | 0.5% | 37 |
|
|
2025
Q1 | $754K | Buy |
6,179
+25
| +0.4% | +$3.05K | 0.55% | 34 |
|
|
2024
Q4 | $663K | Sell |
6,154
-1,424
| -19% | -$153K | 0.48% | 42 |
|
|
2024
Q3 | $874K | Sell |
7,578
-41
| -0.5% | -$4.73K | 0.62% | 36 |
|
|
2024
Q2 | $764K | Buy |
7,619
+977
| +15% | +$97.9K | 0.67% | 39 |
|
|
2024
Q1 | $642K | Buy |
6,642
+24
| +0.4% | +$2.32K | 0.49% | 41 |
|
|
2023
Q4 | $642K | Buy |
6,618
+24
| +0.4% | +$2.33K | 0.64% | 42 |
|
|
2023
Q3 | $582K | Buy |
6,594
+419
| +7% | +$37K | 0.65% | 41 |
|
|
2023
Q2 | $554K | Buy |
6,175
+20
| +0.3% | +$1.8K | 0.58% | 42 |
|
|
2023
Q1 | $585K | Sell |
6,155
-1,116
| -15% | -$106K | 0.65% | 43 |
|
|
2022
Q4 | $749K | Buy |
7,271
+34
| +0.5% | +$3.5K | 0.85% | 39 |
|
|
2022
Q3 | $776K | Buy |
7,237
+17
| +0.2% | +$1.82K | 0.89% | 39 |
|
|
2022
Q2 | $806K | Hold |
7,220
| – | – | 0.79% | 49 |
|
|
2022
Q1 | $806K | Buy |
7,220
+1,050
| +17% | +$117K | 0.67% | 49 |
|
|
2021
Q4 | $639K | Buy |
6,170
+73
| +1% | +$7.56K | 0.51% | 56 |
|
|
2021
Q3 | $602K | Hold |
6,097
| – | – | 0.62% | 58 |
|
|
2021
Q2 | $602K | Buy |
6,097
+4
| +0.1% | +$395 | 0.62% | 58 |
|
|
2021
Q1 | $588K | Buy |
6,093
+5
| +0.1% | +$483 | 0.68% | 50 |
|
|
2020
Q4 | $557K | Buy |
+6,088
| New | +$557K | 0.64% | 52 |
|