HHM 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 | $571K | Sell |
4,835
-35
| -0.7% | -$4.13K | 0.07% | 108 |
|
|
2025
Q1 | $594K | Hold |
4,870
| – | – | 0.08% | 94 |
|
|
2024
Q4 | $525K | Buy |
4,870
+76
| +2% | +$8.19K | 0.07% | 98 |
|
|
2024
Q3 | $553K | Sell |
4,794
-141
| -3% | -$16.3K | 0.08% | 94 |
|
|
2024
Q2 | $495K | Buy |
4,935
+2,065
| +72% | +$207K | 0.07% | 96 |
|
|
2024
Q1 | $278K | Buy |
2,870
+243
| +9% | +$23.5K | 0.05% | 122 |
|
|
2023
Q4 | $255K | Buy |
2,627
+230
| +10% | +$22.3K | 0.04% | 117 |
|
|
2023
Q3 | $212K | Buy |
2,397
+217
| +10% | +$19.2K | 0.04% | 124 |
|
|
2023
Q2 | $196K | Hold |
2,180
| – | – | 0.04% | 139 |
|
|
2023
Q1 | $210K | Buy |
2,180
+100
| +5% | +$9.65K | 0.04% | 126 |
|
|
2022
Q4 | $214K | Hold |
2,080
| – | – | 0.05% | 115 |
|
|
2022
Q3 | $193K | Hold |
2,080
| – | – | 0.05% | 108 |
|
|
2022
Q2 | $223K | Hold |
2,080
| – | – | 0.06% | 123 |
|
|
2022
Q1 | $232K | Buy |
2,080
+400
| +24% | +$44.6K | 0.05% | 137 |
|
|
2021
Q4 | $176K | Sell |
1,680
-33
| -2% | -$3.46K | 0.04% | 150 |
|
|
2021
Q3 | $167K | Hold |
1,713
| – | – | 0.05% | 147 |
|
|
2021
Q2 | $169K | Hold |
1,713
| – | – | 0.05% | 154 |
|
|
2021
Q1 | $165K | Hold |
1,713
| – | – | 0.05% | 133 |
|
|
2020
Q4 | $157K | Hold |
1,713
| – | – | 0.05% | 119 |
|
|
2020
Q3 | $152K | Sell |
1,713
-166
| -9% | -$14.7K | 0.06% | 107 |
|
|
2020
Q2 | $150K | Hold |
1,879
| – | – | 0.06% | 101 |
|
|
2020
Q1 | $152K | Buy |
+1,879
| New | +$152K | 0.07% | 90 |
|