Gen-Wealth Partners’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 | $69.1K | Buy |
586
+14
| +2% | +$1.65K | 0.03% | 314 |
|
|
2025
Q1 | $69.8K | Sell |
572
-55
| -9% | -$6.71K | 0.03% | 309 |
|
|
2024
Q4 | $67.6K | Sell |
627
-223
| -26% | -$24K | 0.03% | 336 |
|
|
2024
Q3 | $96.9K | Buy |
850
+100
| +13% | +$11.4K | 0.04% | 289 |
|
|
2024
Q2 | $75.2K | Sell |
750
-1,090
| -59% | -$109K | 0.04% | 322 |
|
|
2024
Q1 | $178K | Buy |
+1,840
| New | +$178K | 0.09% | 220 |
|