Legacy Capital Wealth Partners’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 | $258K | Buy |
2,187
+73
| +3% | +$8.62K | 0.06% | 324 |
|
|
2025
Q1 | $258K | Buy |
2,114
+119
| +6% | +$14.5K | 0.06% | 307 |
|
|
2024
Q4 | $215K | Sell |
1,995
-61
| -3% | -$6.57K | 0.05% | 325 |
|
|
2024
Q3 | $237K | Buy |
+2,056
| New | +$237K | 0.05% | 312 |
|
|
2024
Q2 | – | Sell |
-49,037
| Closed | -$4.82M | – | 320 |
|
|
2024
Q1 | $4.82M | Buy |
+49,037
| New | +$4.82M | 3.43% | 3 |
|