Ledgewood 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 | $2.17M | Hold |
18,404
| – | – | 1.37% | 18 |
|
|
2025
Q1 | $2.24M | Hold |
18,404
| – | – | 1.45% | 17 |
|
|
2024
Q4 | $1.98M | Hold |
18,404
| – | – | 1.28% | 18 |
|
|
2024
Q3 | $2.12M | Buy |
18,404
+1,000
| +6% | +$115K | 1.43% | 17 |
|
|
2024
Q2 | $1.74M | Hold |
17,404
| – | – | 1.5% | 17 |
|
|
2024
Q1 | $1.68M | Hold |
17,404
| – | – | 1.56% | 17 |
|
|
2023
Q4 | $1.69M | Buy |
+17,404
| New | +$1.69M | 1.56% | 17 |
|