Howard 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 | $284K | Buy |
2,409
+9
| +0.4% | +$1.06K | 0.14% | 97 |
|
|
2025
Q1 | $293K | Buy |
2,400
+7
| +0.3% | +$854 | 0.16% | 96 |
|
|
2024
Q4 | $258K | Buy |
2,393
+4
| +0.2% | +$431 | 0.14% | 102 |
|
|
2024
Q3 | $275K | Buy |
2,389
+3
| +0.1% | +$346 | 0.16% | 96 |
|
|
2024
Q2 | $239K | Buy |
2,386
+152
| +7% | +$15.2K | 0.19% | 89 |
|
|
2024
Q1 | $216K | Sell |
2,234
-25
| -1% | -$2.42K | 0.18% | 95 |
|
|
2023
Q4 | $219K | Buy |
+2,259
| New | +$219K | 0.18% | 94 |
|
|
2020
Q1 | – | Sell |
-1,533
| Closed | -$139K | – | 212 |
|
|
2019
Q4 | $139K | Buy |
+1,533
| New | +$139K | 0.12% | 118 |
|