Goodman Advisory Group’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 | $158K | Sell |
1,337
-29,324
| -96% | -$3.46M | 0.05% | 61 |
|
|
2025
Q1 | $3.74M | Sell |
30,661
-2,260
| -7% | -$276K | 1.14% | 31 |
|
|
2024
Q4 | $3.55M | Sell |
32,921
-4,760
| -13% | -$513K | 1.05% | 32 |
|
|
2024
Q3 | $4.34M | Buy |
37,681
+8,866
| +31% | +$1.02M | 1.24% | 27 |
|
|
2024
Q2 | $2.89M | Buy |
+28,815
| New | +$2.89M | 0.86% | 31 |
|