Midland Wealth 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 | $358K | Hold |
3,031
| – | – | 0.02% | 138 |
|
|
2025
Q1 | $370K | Sell |
3,031
-1,519
| -33% | -$185K | 0.02% | 138 |
|
|
2024
Q4 | $490K | Buy |
4,550
+124
| +3% | +$13.4K | 0.03% | 135 |
|
|
2024
Q3 | $510K | Sell |
4,426
-1,233
| -22% | -$142K | 0.03% | 135 |
|
|
2024
Q2 | $567K | Buy |
5,659
+728
| +15% | +$73K | 0.03% | 129 |
|
|
2024
Q1 | $477K | Sell |
4,931
-150
| -3% | -$14.5K | 0.03% | 137 |
|
|
2023
Q4 | $493K | Buy |
+5,081
| New | +$493K | 0.03% | 136 |
|