GeoWealth 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 | $249K | Buy |
2,107
+128
| +6% | +$15.1K | 0.01% | 596 |
|
|
2025
Q1 | $241K | Sell |
1,979
-289
| -13% | -$35.2K | 0.01% | 606 |
|
|
2024
Q4 | $244K | Sell |
2,268
-15,444
| -87% | -$1.66M | 0.01% | 686 |
|
|
2024
Q3 | $2.04M | Buy |
17,712
+1,690
| +11% | +$195K | 0.07% | 183 |
|
|
2024
Q2 | $1.61M | Buy |
16,022
+3,283
| +26% | +$329K | 0.07% | 187 |
|
|
2024
Q1 | $1.23M | Buy |
12,739
+4,348
| +52% | +$421K | 0.05% | 253 |
|
|
2023
Q4 | $814K | Buy |
8,391
+7,788
| +1,292% | +$756K | 0.07% | 242 |
|
|
2023
Q3 | $54K | Buy |
603
+399
| +196% | +$35.7K | 0.01% | 387 |
|
|
2023
Q2 | $19K | Buy |
204
+186
| +1,033% | +$17.3K | ﹤0.01% | 377 |
|
|
2023
Q1 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 365 |
|