GGM Wealth Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $373K | Buy |
3,089
+20
| +0.7% | +$2.41K | 0.21% | 85 |
|
|
2024
Q4 | $331K | Sell |
3,069
-503
| -14% | -$54.2K | 0.17% | 100 |
|
|
2024
Q3 | $412K | Buy |
3,572
+25
| +0.7% | +$2.88K | 0.18% | 86 |
|
|
2024
Q2 | $356K | Buy |
3,547
+28
| +0.8% | +$2.81K | 0.16% | 92 |
|
|
2024
Q1 | $343K | Buy |
3,519
+29
| +0.8% | +$2.82K | 0.16% | 94 |
|
|
2023
Q4 | $335K | Buy |
3,490
+329
| +10% | +$31.5K | 0.14% | 105 |
|
|
2023
Q3 | $279K | Buy |
3,161
+25
| +0.8% | +$2.21K | 0.12% | 114 |
|
|
2023
Q2 | $285K | Buy |
+3,136
| New | +$285K | 0.12% | 115 |
|
|
2023
Q1 | – | Sell |
-3,086
| Closed | -$325K | – | 82 |
|
|
2022
Q4 | $325K | Buy |
3,086
+98
| +3% | +$10.3K | 0.17% | 97 |
|
|
2022
Q3 | $269K | Buy |
2,988
+227
| +8% | +$20.4K | 0.15% | 108 |
|
|
2022
Q2 | $297K | Buy |
2,761
+20
| +0.7% | +$2.15K | 0.17% | 103 |
|
|
2022
Q1 | $313K | Buy |
2,741
+20
| +0.7% | +$2.28K | 0.16% | 112 |
|
|
2021
Q4 | $280K | Buy |
2,721
+19
| +0.7% | +$1.96K | 0.22% | 79 |
|
|
2021
Q3 | $277K | Buy |
2,702
+20
| +0.7% | +$2.05K | 0.22% | 77 |
|
|
2021
Q2 | $281K | Sell |
2,682
-97
| -3% | -$10.2K | 0.24% | 71 |
|
|
2021
Q1 | $279K | Sell |
2,779
-38
| -1% | -$3.82K | 0.22% | 70 |
|
|
2020
Q4 | $257K | Buy |
+2,817
| New | +$257K | 0.25% | 61 |
|