Guardian Wealth Advisors (North Carolina)’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 | $1M | Buy |
8,488
+159
| +2% | +$18.8K | 0.07% | 143 |
|
|
2025
Q1 | $1.02M | Sell |
8,329
-172
| -2% | -$21K | 0.08% | 128 |
|
|
2024
Q4 | $916K | Buy |
8,501
+412
| +5% | +$44.4K | 0.07% | 137 |
|
|
2024
Q3 | $933K | Sell |
8,089
-2,292
| -22% | -$264K | 0.1% | 109 |
|
|
2024
Q2 | $1.04M | Sell |
10,381
-968
| -9% | -$97K | 0.12% | 95 |
|
|
2024
Q1 | $1.1M | Buy |
11,349
+1,108
| +11% | +$107K | 0.13% | 89 |
|
|
2023
Q4 | $994K | Sell |
10,241
-306
| -3% | -$29.7K | 0.15% | 84 |
|
|
2023
Q3 | $931K | Buy |
10,547
+939
| +10% | +$82.9K | 0.16% | 84 |
|
|
2023
Q2 | $862K | Sell |
9,608
-879
| -8% | -$78.9K | 0.15% | 83 |
|
|
2023
Q1 | $1.01M | Buy |
10,487
+244
| +2% | +$23.5K | 0.18% | 74 |
|
|
2022
Q4 | $1.05M | Buy |
10,243
+100
| +1% | +$10.3K | 0.2% | 63 |
|
|
2022
Q3 | $943K | Buy |
10,143
+921
| +10% | +$85.6K | 0.18% | 67 |
|
|
2022
Q2 | $989K | Buy |
+9,222
| New | +$989K | 0.18% | 67 |
|