LongView Wealth Management’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 | $1.4M | Sell |
11,853
-947
| -7% | -$112K | 0.42% | 54 |
|
|
2025
Q1 | $1.56M | Buy |
12,800
+102
| +0.8% | +$12.4K | 0.47% | 51 |
|
|
2024
Q4 | $1.37M | Buy |
12,698
+59
| +0.5% | +$6.36K | 0.42% | 56 |
|
|
2024
Q3 | $1.46M | Buy |
12,639
+3,972
| +46% | +$458K | 0.47% | 51 |
|
|
2024
Q2 | $869K | Buy |
8,667
+391
| +5% | +$39.2K | 0.32% | 67 |
|
|
2024
Q1 | $800K | Sell |
8,276
-343
| -4% | -$33.2K | 0.32% | 67 |
|
|
2023
Q4 | $854K | Buy |
+8,619
| New | +$854K | 0.38% | 60 |
|