Golden State Equity 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 | $715K | Sell |
6,058
-3,513
| -37% | -$415K | 0.13% | 190 |
|
|
2025
Q1 | $1.17M | Buy |
9,571
+312
| +3% | +$38.1K | 0.23% | 109 |
|
|
2024
Q4 | $998K | Buy |
9,259
+8,539
| +1,186% | +$920K | 0.19% | 128 |
|
|
2024
Q3 | $83K | Sell |
720
-2,964
| -80% | -$342K | 0.04% | 306 |
|
|
2024
Q2 | $369K | Buy |
+3,684
| New | +$369K | 0.08% | 279 |
|
|
2023
Q4 | $480K | Sell |
4,950
-921
| -16% | -$89.4K | 0.12% | 199 |
|
|
2023
Q3 | $518K | Buy |
5,871
+160
| +3% | +$14.1K | 0.14% | 163 |
|
|
2023
Q2 | $513K | Buy |
+5,711
| New | +$513K | 0.14% | 176 |
|