LifePlan Financial’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 | $1.18M | Buy |
9,999
+469
| +5% | +$55.3K | 0.98% | 29 |
|
|
2025
Q1 | $1.16M | Buy |
9,530
+1,553
| +19% | +$189K | 1.01% | 27 |
|
|
2024
Q4 | $859K | Buy |
7,977
+1,748
| +28% | +$188K | 0.76% | 41 |
|
|
2024
Q3 | $718K | Buy |
6,229
+453
| +8% | +$52.2K | 0.62% | 48 |
|
|
2024
Q2 | $579K | Buy |
5,776
+274
| +5% | +$27.5K | 0.53% | 54 |
|
|
2024
Q1 | $532K | Sell |
5,502
-127
| -2% | -$12.3K | 0.49% | 57 |
|
|
2023
Q4 | $546K | Buy |
+5,629
| New | +$546K | 0.55% | 56 |
|