King Wealth Management Group’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 | $445K | Hold |
3,774
| – | – | 0.06% | 104 |
|
|
2025
Q1 | $460K | Buy |
3,774
+254
| +7% | +$31K | 0.07% | 97 |
|
|
2024
Q4 | $379K | Hold |
3,520
| – | – | 0.06% | 105 |
|
|
2024
Q3 | $406K | Buy |
3,520
+31
| +0.9% | +$3.58K | 0.06% | 100 |
|
|
2024
Q2 | $350K | Sell |
3,489
-116
| -3% | -$11.6K | 0.06% | 106 |
|
|
2024
Q1 | $349K | Buy |
3,605
+1
| +0% | +$97 | 0.06% | 102 |
|
|
2023
Q4 | $350K | Sell |
3,604
-179
| -5% | -$17.4K | 0.07% | 97 |
|
|
2023
Q3 | $334K | Buy |
3,783
+1
| +0% | +$88 | 0.07% | 101 |
|
|
2023
Q2 | $339K | Buy |
3,782
+2
| +0.1% | +$179 | 0.07% | 104 |
|
|
2023
Q1 | $365K | Buy |
3,780
+1
| +0% | +$97 | 0.08% | 99 |
|
|
2022
Q4 | $389K | Buy |
3,779
+1
| +0% | +$103 | 0.09% | 94 |
|
|
2022
Q3 | $351K | Buy |
3,778
+1
| +0% | +$93 | 0.09% | 101 |
|
|
2022
Q2 | $405K | Buy |
3,777
+57
| +2% | +$6.11K | 0.1% | 95 |
|
|
2022
Q1 | $415K | Buy |
3,720
+1
| +0% | +$112 | 0.08% | 102 |
|
|
2021
Q4 | $390K | Buy |
3,719
+1
| +0% | +$105 | 0.07% | 114 |
|
|
2021
Q3 | $363K | Sell |
3,718
-105
| -3% | -$10.3K | 0.07% | 121 |
|
|
2021
Q2 | $377K | Buy |
3,823
+1
| +0% | +$99 | 0.08% | 118 |
|
|
2021
Q1 | $369K | Buy |
3,822
+56
| +1% | +$5.41K | 0.08% | 116 |
|
|
2020
Q4 | $345K | Buy |
3,766
+1
| +0% | +$92 | 0.08% | 118 |
|
|
2020
Q3 | $333K | Sell |
3,765
-199
| -5% | -$17.6K | 0.09% | 113 |
|
|
2020
Q2 | $317K | Buy |
3,964
+100
| +3% | +$8K | 0.09% | 111 |
|
|
2020
Q1 | $313K | Buy |
3,864
+1,514
| +64% | +$123K | 0.14% | 95 |
|
|
2019
Q4 | $214K | Hold |
2,350
| – | – | 0.06% | 131 |
|
|
2019
Q3 | $225K | Sell |
2,350
-152
| -6% | -$14.6K | 0.06% | 127 |
|
|
2019
Q2 | $221K | Sell |
2,502
-114
| -4% | -$10.1K | 0.07% | 123 |
|
|
2019
Q1 | $235K | Hold |
2,616
| – | – | 0.07% | 120 |
|
|
2018
Q4 | $226K | Hold |
2,616
| – | – | 0.08% | 111 |
|
|
2018
Q3 | $209K | Sell |
2,616
-80
| -3% | -$6.39K | 0.07% | 123 |
|
|
2018
Q2 | $213K | Buy |
2,696
+69
| +3% | +$5.45K | 0.07% | 118 |
|
|
2018
Q1 | $204K | Buy |
+2,627
| New | +$204K | 0.07% | 122 |
|
|
2015
Q4 | – | Sell |
-4,801
| Closed | -$345K | – | 107 |
|
|
2015
Q3 | $345K | Buy |
4,801
+41
| +0.9% | +$2.95K | 0.21% | 70 |
|
|
2015
Q2 | $336K | Hold |
4,760
| – | – | 0.18% | 72 |
|
|
2015
Q1 | $365K | Sell |
4,760
-932
| -16% | -$71.5K | 0.21% | 61 |
|
|
2014
Q4 | $476K | Buy |
5,692
+866
| +18% | +$72.4K | 0.25% | 63 |
|
|
2014
Q3 | $360K | Hold |
4,826
| – | – | 0.23% | 68 |
|
|
2014
Q2 | $355K | Sell |
4,826
-14
| -0.3% | -$1.03K | 0.22% | 68 |
|
|
2014
Q1 | $345K | Sell |
4,840
-10,019
| -67% | -$714K | 0.24% | 62 |
|
|
2013
Q4 | $1.03M | Sell |
14,859
-266
| -2% | -$18.4K | 0.59% | 46 |
|
|
2013
Q3 | $1.01M | Hold |
15,125
| – | – | 0.66% | 40 |
|
|
2013
Q2 | $1.02M | Buy |
+15,125
| New | +$1.02M | 0.71% | 37 |
|