Market Street Wealth Management Advisors’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 | $363K | Buy |
3,078
+62
| +2% | +$7.32K | 0.06% | 79 |
|
|
2025
Q1 | $368K | Buy |
3,016
+110
| +4% | +$13.4K | 0.06% | 78 |
|
|
2024
Q4 | $313K | Sell |
2,906
-70
| -2% | -$7.54K | 0.05% | 81 |
|
|
2024
Q3 | $343K | Buy |
2,976
+14
| +0.5% | +$1.61K | 0.06% | 80 |
|
|
2024
Q2 | $297K | Sell |
2,962
-93
| -3% | -$9.32K | 0.05% | 82 |
|
|
2024
Q1 | $295K | Buy |
3,055
+91
| +3% | +$8.8K | 0.05% | 83 |
|
|
2023
Q4 | $288K | Sell |
2,964
-367
| -11% | -$35.6K | 0.06% | 86 |
|
|
2023
Q3 | $294K | Sell |
3,331
-12
| -0.4% | -$1.06K | 0.08% | 86 |
|
|
2023
Q2 | $300K | Hold |
3,343
| – | – | 0.08% | 80 |
|
|
2023
Q1 | $322K | Hold |
3,343
| – | – | 0.08% | 84 |
|
|
2022
Q4 | $344K | Sell |
3,343
-120
| -3% | -$12.4K | 0.1% | 78 |
|
|
2022
Q3 | $322K | Buy |
3,463
+45
| +1% | +$4.18K | 0.1% | 79 |
|
|
2022
Q2 | $366K | Buy |
3,418
+34
| +1% | +$3.64K | 0.11% | 72 |
|
|
2022
Q1 | $378K | Hold |
3,384
| – | – | 0.13% | 63 |
|
|
2021
Q4 | $355K | Sell |
3,384
-2,424
| -42% | -$254K | 0.12% | 64 |
|
|
2021
Q3 | $567K | Buy |
5,808
+2,314
| +66% | +$226K | 0.22% | 48 |
|
|
2021
Q2 | $345K | Hold |
3,494
| – | – | 0.15% | 55 |
|
|
2021
Q1 | $337K | Hold |
3,494
| – | – | 0.2% | 51 |
|
|
2020
Q4 | $320K | Sell |
3,494
-125
| -3% | -$11.4K | 0.25% | 39 |
|
|
2020
Q3 | $320K | Hold |
3,619
| – | – | 0.29% | 39 |
|
|
2020
Q2 | $289K | Hold |
3,619
| – | – | 0.26% | 41 |
|
|
2020
Q1 | $293K | Buy |
3,619
+30
| +0.8% | +$2.43K | 0.32% | 38 |
|
|
2019
Q4 | $327K | Sell |
3,589
-125
| -3% | -$11.4K | 0.3% | 36 |
|
|
2019
Q3 | $356K | Hold |
3,714
| – | – | 0.35% | 35 |
|
|
2019
Q2 | $326K | Hold |
3,714
| – | – | 0.31% | 33 |
|
|
2019
Q1 | $334K | Hold |
3,714
| – | – | 0.33% | 29 |
|
|
2018
Q4 | $321K | Buy |
+3,714
| New | +$321K | 0.36% | 28 |
|