Icon 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 | $142K | Buy |
1,204
+87
| +8% | +$10.3K | 0.01% | 429 |
|
|
2025
Q1 | $136K | Sell |
1,117
-217
| -16% | -$26.5K | 0.01% | 422 |
|
|
2024
Q4 | $144K | Sell |
1,334
-3
| -0.2% | -$323 | 0.01% | 434 |
|
|
2024
Q3 | $154K | Sell |
1,337
-82
| -6% | -$9.46K | 0.01% | 403 |
|
|
2024
Q2 | $155K | Buy |
1,419
+200
| +16% | +$21.9K | 0.01% | 373 |
|
|
2024
Q1 | $118K | Sell |
1,219
-559
| -31% | -$54.1K | 0.01% | 440 |
|
|
2023
Q4 | $173K | Buy |
+1,778
| New | +$173K | 0.02% | 339 |
|
|
2022
Q4 | – | Sell |
-1,367
| Closed | -$127K | – | 354 |
|
|
2022
Q3 | $127K | Buy |
+1,367
| New | +$127K | 0.02% | 362 |
|