Heartwood Wealth Advisors’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 | $356K | Buy |
3,021
+234
| +8% | +$27.6K | 0.04% | 131 |
|
|
2025
Q1 | $340K | Hold |
2,787
| – | – | 0.04% | 124 |
|
|
2024
Q4 | $300K | Sell |
2,787
-200
| -7% | -$21.5K | 0.03% | 134 |
|
|
2024
Q3 | $344K | Hold |
2,987
| – | – | 0.04% | 123 |
|
|
2024
Q2 | $299K | Buy |
+2,987
| New | +$299K | 0.04% | 133 |
|
|
2022
Q2 | – | Sell |
-2,102
| Closed | -$235K | – | 120 |
|
|
2022
Q1 | $235K | Buy |
+2,102
| New | +$235K | 0.04% | 106 |
|