Gibson 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
Q2 | $1.77M | Buy |
15,000
+2,000
| +15% | +$236K | 1.32% | 11 |
|
|
2025
Q1 | $1.59M | Hold |
13,000
| – | – | 1.27% | 10 |
|
|
2024
Q4 | $1.4M | Hold |
13,000
| – | – | 1.16% | 12 |
|
|
2024
Q3 | $1.5M | Hold |
13,000
| – | – | 1.22% | 12 |
|
|
2024
Q2 | $1.3M | Hold |
13,000
| – | – | 1.22% | 12 |
|
|
2024
Q1 | $1.26M | Buy |
+13,000
| New | +$1.26M | 1.21% | 12 |
|
|
2022
Q4 | $75.7M | Buy |
786,500
+776,000
| +7,390% | +$74.7M | 1.46% | 10 |
|
|
2022
Q3 | $977K | Hold |
10,500
| – | – | 1.12% | 11 |
|
|
2022
Q2 | $1.13M | Hold |
10,500
| – | – | 1.25% | 10 |
|
|
2022
Q1 | $1.17M | Buy |
10,500
+760
| +8% | +$84.8K | 1.2% | 11 |
|
|
2021
Q4 | $1.02M | Buy |
+9,740
| New | +$1.02M | 1.05% | 10 |
|