GWA
Gratus Wealth Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
8,601
-103
| -1% | -$12.2K | 0.15% | 59 |
|
|
2025
Q1 | $1.06M | Sell |
8,704
-175
| -2% | -$21.3K | 0.17% | 51 |
|
|
2024
Q4 | $957K | Sell |
8,879
-64
| -0.7% | -$6.9K | 0.15% | 63 |
|
|
2024
Q3 | $986K | Sell |
8,943
-762
| -8% | -$84K | 0.16% | 59 |
|
|
2024
Q2 | $1.04M | Sell |
9,705
-16
| -0.2% | -$1.71K | 0.18% | 53 |
|
|
2024
Q1 | $933K | Buy |
9,721
+607
| +7% | +$58.2K | 0.17% | 56 |
|
|
2023
Q4 | $884K | Buy |
+9,114
| New | +$884K | 0.17% | 59 |
|