KPP Advisory Services’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 | $588K | Hold |
4,986
| – | – | 0.1% | 172 |
|
|
2025
Q1 | $608K | Buy |
4,986
+760
| +18% | +$92.7K | 0.12% | 149 |
|
|
2024
Q4 | $455K | Buy |
4,226
+670
| +19% | +$72.2K | 0.11% | 152 |
|
|
2024
Q3 | $410K | Buy |
3,556
+170
| +5% | +$19.6K | 0.1% | 158 |
|
|
2024
Q2 | $339K | Buy |
3,386
+280
| +9% | +$28.1K | 0.09% | 168 |
|
|
2024
Q1 | $300K | Sell |
3,106
-372
| -11% | -$36K | 0.08% | 185 |
|
|
2023
Q4 | $338K | Sell |
3,478
-122
| -3% | -$11.8K | 0.3% | 88 |
|
|
2023
Q3 | $318K | Buy |
+3,600
| New | +$318K | 0.1% | 143 |
|