Herold 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 | – | Sell |
-1,655
| Closed | -$202K | – | 317 |
|
|
2025
Q1 | $202K | Buy |
+1,655
| New | +$202K | 0.04% | 268 |
|
|
2022
Q2 | – | Sell |
-1,478
| Closed | -$165K | – | 302 |
|
|
2022
Q1 | $165K | Buy |
+1,478
| New | +$165K | 0.06% | 220 |
|
|
2021
Q4 | – | Sell |
-1,228
| Closed | -$119K | – | 303 |
|
|
2021
Q3 | $119K | Buy |
+1,228
| New | +$119K | 0.05% | 253 |
|