Gray Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $553K | Buy |
5,136
+9
| +0.2% | +$970 | 0.21% | 66 |
|
|
2024
Q3 | $591K | Buy |
5,127
+59
| +1% | +$6.8K | 0.23% | 65 |
|
|
2024
Q2 | $508K | Buy |
5,068
+292
| +6% | +$29.3K | 0.22% | 64 |
|
|
2024
Q1 | $462K | Buy |
4,776
+297
| +7% | +$28.7K | 0.21% | 69 |
|
|
2023
Q4 | $435K | Sell |
4,479
-1,109
| -20% | -$108K | 0.21% | 69 |
|
|
2023
Q3 | $493K | Sell |
5,588
-39
| -0.7% | -$3.44K | 0.25% | 64 |
|
|
2023
Q2 | $505K | Buy |
5,627
+279
| +5% | +$25K | 0.25% | 64 |
|
|
2023
Q1 | $516K | Buy |
5,348
+41
| +0.8% | +$3.96K | 0.28% | 63 |
|
|
2022
Q4 | $547K | Buy |
5,307
+482
| +10% | +$49.6K | 0.32% | 60 |
|
|
2022
Q3 | $449K | Buy |
4,825
+19
| +0.4% | +$1.77K | 0.29% | 61 |
|
|
2022
Q2 | $515K | Buy |
4,806
+182
| +4% | +$19.5K | 0.31% | 63 |
|
|
2022
Q1 | $516K | Buy |
4,624
+1
| +0% | +$112 | 0.27% | 65 |
|
|
2021
Q4 | $485K | Buy |
4,623
+550
| +14% | +$57.7K | 0.24% | 69 |
|
|
2021
Q3 | $397K | Buy |
4,073
+2
| +0% | +$195 | 0.22% | 72 |
|
|
2021
Q2 | $402K | Buy |
4,071
+671
| +20% | +$66.3K | 0.23% | 72 |
|
|
2021
Q1 | $328K | Buy |
3,400
+961
| +39% | +$92.7K | 0.21% | 76 |
|
|
2020
Q4 | $223K | Buy |
+2,439
| New | +$223K | 0.15% | 98 |
|