Modera 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 | $2.59M | Buy |
21,930
+1,234
| +6% | +$146K | 0.03% | 235 |
|
|
2025
Q1 | $2.52M | Sell |
20,696
-989
| -5% | -$121K | 0.03% | 223 |
|
|
2024
Q4 | $2.34M | Sell |
21,685
-561
| -3% | -$60.4K | 0.03% | 234 |
|
|
2024
Q3 | $2.56M | Buy |
22,246
+593
| +3% | +$68.4K | 0.03% | 211 |
|
|
2024
Q2 | $2.17M | Buy |
21,653
+256
| +1% | +$25.7K | 0.03% | 212 |
|
|
2024
Q1 | $2.07M | Sell |
21,397
-1,680
| -7% | -$162K | 0.03% | 222 |
|
|
2023
Q4 | $2.24M | Sell |
23,077
-879
| -4% | -$85.3K | 0.04% | 211 |
|
|
2023
Q3 | $2.11M | Sell |
23,956
-13,874
| -37% | -$1.22M | 0.04% | 210 |
|
|
2023
Q2 | $3.39M | Buy |
+37,830
| New | +$3.39M | 0.06% | 184 |
|