Marotta Asset 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 | $468K | Sell |
3,964
-63
| -2% | -$7.43K | 0.09% | 66 |
|
|
2025
Q1 | $464K | Buy |
4,027
+45
| +1% | +$5.19K | 0.09% | 75 |
|
|
2024
Q4 | $429K | Sell |
3,982
-45
| -1% | -$4.85K | 0.09% | 76 |
|
|
2024
Q3 | $464K | Sell |
4,027
-31
| -0.8% | -$3.58K | 0.09% | 75 |
|
|
2024
Q2 | $403K | Buy |
+4,058
| New | +$403K | 0.08% | 81 |
|