Jamison Private 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 | $5.82M | Sell |
49,310
-631
| -1% | -$74.5K | 0.84% | 42 |
|
|
2025
Q1 | $6.09M | Buy |
49,941
+589
| +1% | +$71.8K | 0.93% | 38 |
|
|
2024
Q4 | $5.32M | Buy |
49,352
+1,359
| +3% | +$146K | 0.79% | 42 |
|
|
2024
Q3 | $5.53M | Buy |
47,993
+1,331
| +3% | +$153K | 0.84% | 40 |
|
|
2024
Q2 | $4.68M | Sell |
46,662
-604
| -1% | -$60.5K | 0.78% | 41 |
|
|
2024
Q1 | $4.57M | Sell |
47,266
-259
| -0.5% | -$25K | 0.77% | 41 |
|
|
2023
Q4 | $4.61M | Sell |
47,525
-302
| -0.6% | -$29.3K | 0.86% | 38 |
|
|
2023
Q3 | $4.22M | Buy |
+47,827
| New | +$4.22M | 0.87% | 39 |
|