Maltin 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 | $295K | Hold |
2,500
| – | – | 0.13% | 100 |
|
|
2025
Q1 | $305K | Buy |
+2,500
| New | +$305K | 0.14% | 101 |
|
|
2023
Q4 | – | Sell |
-9,290
| Closed | -$820K | – | 119 |
|
|
2023
Q3 | $820K | Buy |
9,290
+90
| +1% | +$7.94K | 0.57% | 58 |
|
|
2023
Q2 | $826K | Buy |
9,200
+1,000
| +12% | +$89.7K | 0.58% | 57 |
|
|
2023
Q1 | $791K | Buy |
+8,200
| New | +$791K | 0.57% | 57 |
|