Marcum Wealth’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.17M | Buy |
9,573
+1,505
| +19% | +$184K | 0.1% | 101 |
|
|
2024
Q4 | $869K | Buy |
8,068
+132
| +2% | +$14.2K | 0.08% | 128 |
|
|
2024
Q3 | $915K | Sell |
7,936
-514
| -6% | -$59.3K | 0.09% | 120 |
|
|
2024
Q2 | $847K | Sell |
8,450
-893
| -10% | -$89.5K | 0.08% | 120 |
|
|
2024
Q1 | $904K | Sell |
9,343
-1,123
| -11% | -$109K | 0.09% | 113 |
|
|
2023
Q4 | $1.02M | Buy |
10,466
+1,065
| +11% | +$103K | 0.11% | 96 |
|
|
2023
Q3 | $830K | Sell |
9,401
-889
| -9% | -$78.5K | 0.1% | 105 |
|
|
2023
Q2 | $923K | Buy |
10,290
+587
| +6% | +$52.7K | 0.11% | 99 |
|
|
2023
Q1 | $936K | Sell |
9,703
-119
| -1% | -$11.5K | 0.12% | 97 |
|
|
2022
Q4 | $1.01M | Buy |
9,822
+758
| +8% | +$78.1K | 0.13% | 84 |
|
|
2022
Q3 | $843K | Buy |
9,064
+623
| +7% | +$57.9K | 0.13% | 95 |
|
|
2022
Q2 | $905K | Buy |
8,441
+55
| +0.7% | +$5.9K | 0.14% | 97 |
|
|
2022
Q1 | $936K | Buy |
8,386
+155
| +2% | +$17.3K | 0.13% | 103 |
|
|
2021
Q4 | $863K | Buy |
8,231
+80
| +1% | +$8.39K | 0.12% | 115 |
|
|
2021
Q3 | $796K | Sell |
8,151
-1,713
| -17% | -$167K | 0.13% | 118 |
|
|
2021
Q2 | $974K | Buy |
9,864
+333
| +3% | +$32.9K | 0.16% | 100 |
|
|
2021
Q1 | $920K | Buy |
9,531
+5,582
| +141% | +$539K | 0.15% | 102 |
|
|
2020
Q4 | $362K | Buy |
3,949
+424
| +12% | +$38.9K | 0.09% | 88 |
|
|
2020
Q3 | $312K | Sell |
3,525
-148
| -4% | -$13.1K | 0.1% | 78 |
|
|
2020
Q2 | $293K | Buy |
3,673
+261
| +8% | +$20.8K | 0.09% | 87 |
|
|
2020
Q1 | $276K | Buy |
3,412
+1,047
| +44% | +$84.7K | 0.11% | 70 |
|
|
2019
Q4 | $216K | Buy |
+2,365
| New | +$216K | 0.08% | 95 |
|