Lantern 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 | $463K | Buy |
+3,920
| New | +$463K | 0.28% | 84 |
|
|
2024
Q4 | $422K | Hold |
3,920
| – | – | 0.27% | 80 |
|
|
2024
Q3 | $452K | Sell |
3,920
-702
| -15% | -$80.9K | 0.31% | 77 |
|
|
2024
Q2 | $463K | Buy |
4,622
+7
| +0.2% | +$702 | 0.34% | 72 |
|
|
2024
Q1 | $446K | Sell |
4,615
-27
| -0.6% | -$2.61K | 0.31% | 79 |
|
|
2023
Q4 | $450K | Buy |
+4,642
| New | +$450K | 0.35% | 70 |
|