Kapstone Financial 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 | $840K | Buy |
7,117
+759
| +12% | +$89.6K | 0.42% | 37 |
|
|
2025
Q1 | $775K | Hold |
6,358
| – | – | 0.44% | 38 |
|
|
2024
Q4 | $703K | Hold |
6,358
| – | – | 0.38% | 44 |
|
|
2024
Q3 | $737K | Sell |
6,358
-35
| -0.5% | -$4.06K | 0.45% | 39 |
|
|
2024
Q2 | $641K | Sell |
6,393
-44
| -0.7% | -$4.41K | 0.42% | 43 |
|
|
2024
Q1 | $623K | Sell |
6,437
-16
| -0.2% | -$1.55K | 0.42% | 45 |
|
|
2023
Q4 | $618K | Buy |
6,453
+44
| +0.7% | +$4.21K | 0.48% | 40 |
|
|
2023
Q3 | $566K | Buy |
6,409
+13
| +0.2% | +$1.15K | 0.51% | 39 |
|
|
2023
Q2 | $589K | Buy |
6,396
+84
| +1% | +$7.74K | 0.49% | 46 |
|
|
2023
Q1 | $626K | Hold |
6,312
| – | – | 0.56% | 36 |
|
|
2022
Q4 | $644K | Buy |
+6,312
| New | +$644K | 0.59% | 37 |
|