LMG 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 | $1.32M | Hold |
11,224
| – | – | 0.27% | 84 |
|
|
2025
Q1 | $1.37M | Sell |
11,224
-134
| -1% | -$16.3K | 0.31% | 76 |
|
|
2024
Q4 | $1.22M | Buy |
11,358
+364
| +3% | +$39.2K | 0.27% | 82 |
|
|
2024
Q3 | $1.27M | Hold |
10,994
| – | – | 0.29% | 82 |
|
|
2024
Q2 | $1.1M | Hold |
10,994
| – | – | 0.27% | 78 |
|
|
2024
Q1 | $1.06M | Hold |
10,994
| – | – | 0.27% | 82 |
|
|
2023
Q4 | $1.07M | Hold |
10,994
| – | – | 0.3% | 64 |
|
|
2023
Q3 | $970K | Sell |
10,994
-55
| -0.5% | -$4.85K | 0.3% | 66 |
|
|
2023
Q2 | $992K | Hold |
11,049
| – | – | 0.3% | 61 |
|
|
2023
Q1 | $1.07M | Hold |
11,049
| – | – | 0.34% | 60 |
|
|
2022
Q4 | $1.15M | Buy |
+11,049
| New | +$1.15M | 0.38% | 54 |
|