HNWAG
High Net Worth Advisory Group’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Sell |
7,503
-666
| -8% | -$78.6K | 0.23% | 90 |
|
|
2025
Q1 | $996K | Hold |
8,169
| – | – | 0.28% | 85 |
|
|
2024
Q4 | $880K | Hold |
8,169
| – | – | 0.25% | 92 |
|
|
2024
Q3 | $942K | Buy |
8,169
+100
| +1% | +$11.5K | 0.26% | 88 |
|
|
2024
Q2 | $809K | Hold |
8,069
| – | – | 0.25% | 87 |
|
|
2024
Q1 | $780K | Buy |
8,069
+500
| +7% | +$48.4K | 0.25% | 88 |
|
|
2023
Q4 | $735K | Hold |
7,569
| – | – | 0.27% | 85 |
|
|
2023
Q3 | $668K | Hold |
7,569
| – | – | 0.27% | 88 |
|
|
2023
Q2 | $679K | Sell |
7,569
-582
| -7% | -$52.2K | 0.26% | 90 |
|
|
2023
Q1 | $786K | Sell |
8,151
-1
| -0% | -$96 | 0.32% | 79 |
|
|
2022
Q4 | $840K | Sell |
8,152
-51
| -0.6% | -$5.25K | 0.33% | 74 |
|
|
2022
Q3 | $763K | Hold |
8,203
| – | – | 0.33% | 70 |
|
|
2022
Q2 | $879K | Hold |
8,203
| – | – | 0.36% | 64 |
|
|
2022
Q1 | $916K | Buy |
8,203
+200
| +2% | +$22.3K | 0.33% | 70 |
|
|
2021
Q4 | $840K | Buy |
+8,003
| New | +$840K | 0.29% | 71 |
|