HB 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 | $8.79M | Buy |
74,467
+1,660
| +2% | +$196K | 0.07% | 150 |
|
|
2025
Q1 | $8.88M | Buy |
72,807
+4,086
| +6% | +$498K | 0.07% | 144 |
|
|
2024
Q4 | $7.4M | Buy |
68,721
+2,784
| +4% | +$300K | 0.08% | 124 |
|
|
2024
Q3 | $7.6M | Buy |
65,937
+1,416
| +2% | +$163K | 0.08% | 119 |
|
|
2024
Q2 | $6.47M | Buy |
64,521
+625
| +1% | +$62.6K | 0.08% | 127 |
|
|
2024
Q1 | $6.18M | Buy |
63,896
+960
| +2% | +$92.8K | 0.08% | 130 |
|
|
2023
Q4 | $6.11M | Sell |
62,936
-3,725
| -6% | -$361K | 0.09% | 121 |
|
|
2023
Q3 | $5.88M | Buy |
66,661
+6,524
| +11% | +$576K | 0.1% | 111 |
|
|
2023
Q2 | $5.4M | Buy |
60,137
+3,626
| +6% | +$325K | 0.09% | 116 |
|
|
2023
Q1 | $5.45M | Buy |
56,511
+2,634
| +5% | +$254K | 0.09% | 108 |
|
|
2022
Q4 | $5.55M | Buy |
53,877
+2,227
| +4% | +$229K | 0.1% | 100 |
|
|
2022
Q3 | $4.81M | Buy |
51,650
+3,149
| +6% | +$293K | 0.1% | 97 |
|
|
2022
Q2 | $5.2M | Buy |
48,501
+4,944
| +11% | +$530K | 0.11% | 93 |
|
|
2022
Q1 | $4.86M | Buy |
43,557
+3,558
| +9% | +$397K | 0.09% | 111 |
|
|
2021
Q4 | $4.2M | Buy |
+39,999
| New | +$4.2M | 0.08% | 97 |
|