Modern 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 | $1.41M | Buy |
11,924
+1,386
| +13% | +$164K | 0.04% | 310 |
|
|
2025
Q1 | $1.29M | Sell |
10,538
-1,071
| -9% | -$131K | 0.04% | 272 |
|
|
2024
Q4 | $1.25M | Buy |
11,609
+2,654
| +30% | +$286K | 0.05% | 230 |
|
|
2024
Q3 | $1.03M | Buy |
8,955
+901
| +11% | +$104K | 0.06% | 161 |
|
|
2024
Q2 | $807K | Sell |
8,054
-29
| -0.4% | -$2.91K | 0.06% | 159 |
|
|
2024
Q1 | $782K | Buy |
8,083
+5,323
| +193% | +$515K | 0.07% | 132 |
|
|
2023
Q4 | $268K | Buy |
+2,760
| New | +$268K | 0.03% | 158 |
|