LexAurum 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 | $292K | Sell |
2,472
-14
| -0.6% | -$1.65K | 0.05% | 280 |
|
|
2025
Q1 | $303K | Sell |
2,486
-26
| -1% | -$3.17K | 0.06% | 266 |
|
|
2024
Q4 | $271K | Buy |
2,512
+639
| +34% | +$68.8K | 0.05% | 277 |
|
|
2024
Q3 | $216K | Buy |
+1,873
| New | +$216K | 0.05% | 289 |
|
|
2024
Q2 | – | Sell |
-2,233
| Closed | -$216K | – | 305 |
|
|
2024
Q1 | $216K | Sell |
2,233
-18
| -0.8% | -$1.74K | 0.05% | 274 |
|
|
2023
Q4 | $218K | Sell |
2,251
-150
| -6% | -$14.6K | 0.06% | 267 |
|
|
2023
Q3 | $212K | Hold |
2,401
| – | – | 0.06% | 255 |
|
|
2023
Q2 | $215K | Sell |
2,401
-57
| -2% | -$5.12K | 0.06% | 244 |
|
|
2023
Q1 | $237K | Hold |
2,458
| – | – | 0.08% | 221 |
|
|
2022
Q4 | $253K | Hold |
2,458
| – | – | 0.09% | 205 |
|
|
2022
Q3 | $229K | Hold |
2,458
| – | – | 0.09% | 209 |
|
|
2022
Q2 | $264K | Buy |
2,458
+100
| +4% | +$10.7K | 0.1% | 189 |
|
|
2022
Q1 | $263K | Sell |
2,358
-107
| -4% | -$11.9K | 0.09% | 208 |
|
|
2021
Q4 | $259K | Buy |
2,465
+307
| +14% | +$32.3K | 0.08% | 216 |
|
|
2021
Q3 | $211K | Buy |
+2,158
| New | +$211K | 0.06% | 260 |
|