Global Wealth Strategies & Associates’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 | $37.4K | Hold |
317
| – | – | 0.01% | 128 |
|
|
2025
Q1 | $38.7K | Hold |
317
| – | – | 0.01% | 140 |
|
|
2024
Q4 | $34.2K | Hold |
317
| – | – | 0.01% | 130 |
|
|
2024
Q3 | $36.6K | Hold |
317
| – | – | 0.01% | 114 |
|
|
2024
Q2 | $31.8K | Hold |
317
| – | – | 0.01% | 108 |
|
|
2024
Q1 | $30.7K | Hold |
317
| – | – | 0.01% | 109 |
|
|
2023
Q4 | $30.8K | Hold |
317
| – | – | 0.01% | 101 |
|
|
2023
Q3 | $28K | Hold |
317
| – | – | 0.01% | 100 |
|
|
2023
Q2 | $28.4K | Hold |
317
| – | – | 0.01% | 98 |
|
|
2023
Q1 | $30.6K | Hold |
317
| – | – | 0.02% | 92 |
|
|
2022
Q4 | $32.6K | Buy |
+317
| New | +$32.6K | 0.02% | 88 |
|