Guardian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21
| Closed | -$2.59K | – | 105 |
|
|
2025
Q1 | $2.59K | Hold |
21
| – | – | ﹤0.01% | 199 |
|
|
2024
Q4 | $2.28K | Hold |
21
| – | – | ﹤0.01% | 209 |
|
|
2024
Q3 | $2.42K | Hold |
21
| – | – | ﹤0.01% | 211 |
|
|
2024
Q2 | $2.12K | Hold |
21
| – | – | ﹤0.01% | 214 |
|
|
2024
Q1 | $2.05K | Hold |
21
| – | – | ﹤0.01% | 209 |
|
|
2023
Q4 | $2.06K | Buy |
+21
| New | +$2.06K | ﹤0.01% | 216 |
|