LWA
Lineweaver Wealth Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
16,113
+1,177
| +8% | +$139K | 0.3% | 66 |
|
|
2025
Q1 | $1.82M | Buy |
14,936
+1,307
| +10% | +$159K | 0.31% | 62 |
|
|
2024
Q4 | $1.47M | Buy |
13,629
+1,341
| +11% | +$144K | 0.27% | 74 |
|
|
2024
Q3 | $1.42M | Buy |
12,288
+344
| +3% | +$39.7K | 0.27% | 69 |
|
|
2024
Q2 | $1.2M | Buy |
11,944
+604
| +5% | +$60.6K | 0.25% | 74 |
|
|
2024
Q1 | $1.1M | Buy |
11,340
+1,238
| +12% | +$120K | 0.26% | 75 |
|
|
2023
Q4 | $981K | Buy |
10,102
+942
| +10% | +$91.5K | 0.25% | 76 |
|
|
2023
Q3 | $809K | Buy |
9,160
+433
| +5% | +$38.2K | 0.24% | 70 |
|
|
2023
Q2 | $784K | Buy |
8,727
+408
| +5% | +$36.6K | 0.22% | 72 |
|
|
2023
Q1 | $803K | Buy |
8,319
+353
| +4% | +$34.1K | 0.25% | 73 |
|
|
2022
Q4 | $821K | Buy |
7,966
+69
| +0.9% | +$7.11K | 0.25% | 75 |
|
|
2022
Q3 | $736K | Buy |
7,897
+5,539
| +235% | +$516K | 0.24% | 71 |
|
|
2022
Q2 | $252K | Buy |
2,358
+105
| +5% | +$11.2K | 0.08% | 113 |
|
|
2022
Q1 | $251K | Buy |
+2,253
| New | +$251K | 0.07% | 122 |
|