GC Wealth Management RIA’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 | $569K | Buy |
+4,824
| New | +$569K | 0.05% | 293 |
|
|
2024
Q4 | – | Sell |
-15,673
| Closed | -$1.81M | – | 296 |
|
|
2024
Q3 | $1.81M | Buy |
15,673
+960
| +7% | +$111K | 0.32% | 71 |
|
|
2024
Q2 | $1.47M | Buy |
14,713
+2,450
| +20% | +$246K | 0.29% | 70 |
|
|
2024
Q1 | $1.19M | Buy |
12,263
+5,079
| +71% | +$491K | 0.24% | 85 |
|
|
2023
Q4 | $697K | Buy |
+7,184
| New | +$697K | 0.31% | 85 |
|