FWG Holdings’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 | $338K | Buy |
2,722
+13
| +0.5% | +$1.61K | 0.16% | 90 |
|
|
2025
Q1 | $330K | Buy |
2,709
+8
| +0.3% | +$973 | 0.16% | 91 |
|
|
2024
Q4 | $306K | Buy |
2,701
+6
| +0.2% | +$679 | 0.15% | 89 |
|
|
2024
Q3 | $315K | Sell |
2,695
-355
| -12% | -$41.6K | 0.16% | 82 |
|
|
2024
Q2 | $327K | Buy |
3,050
+8
| +0.3% | +$857 | 0.16% | 85 |
|
|
2024
Q1 | $313K | Buy |
3,042
+43
| +1% | +$4.43K | 0.17% | 88 |
|
|
2023
Q4 | $298K | Buy |
2,999
+288
| +11% | +$28.6K | 0.18% | 83 |
|
|
2023
Q3 | $233K | Buy |
2,711
+8
| +0.3% | +$686 | 0.16% | 89 |
|
|
2023
Q2 | $242K | Buy |
2,703
+8
| +0.3% | +$717 | 0.15% | 89 |
|
|
2023
Q1 | $260K | Sell |
2,695
-3
| -0.1% | -$289 | 0.19% | 70 |
|
|
2022
Q4 | $278K | Buy |
2,698
+18
| +0.7% | +$1.85K | 0.19% | 68 |
|
|
2022
Q3 | $249K | Buy |
2,680
+7
| +0.3% | +$650 | 0.19% | 71 |
|
|
2022
Q2 | $287K | Buy |
+2,673
| New | +$287K | 0.25% | 60 |
|