GWAG
Garrett Wealth Advisory Group’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Buy |
5,672
+46
| +0.8% | +$5.43K | 0.14% | 49 |
|
|
2025
Q1 | $686K | Buy |
5,626
+44
| +0.8% | +$5.37K | 0.15% | 45 |
|
|
2024
Q4 | $601K | Buy |
5,582
+575
| +11% | +$62K | 0.14% | 45 |
|
|
2024
Q3 | $577K | Sell |
5,007
-113
| -2% | -$13K | 0.14% | 46 |
|
|
2024
Q2 | $513K | Buy |
5,120
+52
| +1% | +$5.21K | 0.19% | 46 |
|
|
2024
Q1 | $490K | Buy |
5,068
+54
| +1% | +$5.22K | 0.2% | 33 |
|
|
2023
Q4 | $487K | Buy |
5,014
+352
| +8% | +$34.2K | 0.2% | 31 |
|
|
2023
Q3 | $411K | Buy |
4,662
+50
| +1% | +$4.41K | 0.19% | 32 |
|
|
2023
Q2 | $414K | Buy |
4,612
+393
| +9% | +$35.3K | 0.18% | 34 |
|
|
2023
Q1 | $407K | Buy |
4,219
+43
| +1% | +$4.15K | 0.2% | 30 |
|
|
2022
Q4 | $430K | Buy |
4,176
+41
| +1% | +$4.22K | 0.22% | 29 |
|
|
2022
Q3 | $385K | Buy |
4,135
+38
| +0.9% | +$3.54K | 0.21% | 31 |
|
|
2022
Q2 | $439K | Buy |
4,097
+40
| +1% | +$4.29K | 0.24% | 31 |
|
|
2022
Q1 | $453K | Buy |
4,057
+37
| +0.9% | +$4.13K | 0.23% | 37 |
|
|
2021
Q4 | $422K | Buy |
4,020
+38
| +1% | +$3.99K | 0.2% | 40 |
|
|
2021
Q3 | $389K | Buy |
3,982
+38
| +1% | +$3.71K | 0.25% | 34 |
|
|
2021
Q2 | $389K | Buy |
3,944
+36
| +0.9% | +$3.55K | 0.25% | 31 |
|
|
2021
Q1 | $377K | Buy |
3,908
+41
| +1% | +$3.96K | 0.27% | 30 |
|
|
2020
Q4 | $354K | Buy |
3,867
+40
| +1% | +$3.66K | 0.27% | 30 |
|
|
2020
Q3 | $339K | Sell |
3,827
-29
| -0.8% | -$2.57K | 0.27% | 31 |
|
|
2020
Q2 | $308K | Buy |
3,856
+168
| +5% | +$13.4K | 0.25% | 34 |
|
|
2020
Q1 | $298K | Buy |
3,688
+437
| +13% | +$35.3K | 0.28% | 33 |
|
|
2019
Q4 | $296K | Buy |
3,251
+32
| +1% | +$2.91K | 0.22% | 38 |
|
|
2019
Q3 | $309K | Sell |
3,219
-205
| -6% | -$19.7K | 0.22% | 39 |
|
|
2019
Q2 | $302K | Sell |
3,424
-46
| -1% | -$4.06K | 0.24% | 39 |
|
|
2019
Q1 | $310K | Buy |
3,470
+12
| +0.3% | +$1.07K | 0.25% | 40 |
|
|
2018
Q4 | $298K | Buy |
+3,458
| New | +$298K | 0.27% | 34 |
|