Muirfield 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 | $397K | Buy |
3,364
+41
| +1% | +$4.84K | 0.32% | 53 |
|
|
2025
Q1 | $405K | Buy |
3,323
+28
| +0.8% | +$3.42K | 0.34% | 50 |
|
|
2024
Q4 | $355K | Sell |
3,295
-12
| -0.4% | -$1.29K | 0.29% | 56 |
|
|
2024
Q3 | $381K | Buy |
3,307
+30
| +0.9% | +$3.46K | 0.32% | 52 |
|
|
2024
Q2 | $328K | Buy |
3,277
+32
| +1% | +$3.21K | 0.31% | 49 |
|
|
2024
Q1 | $314K | Sell |
3,245
-180
| -5% | -$17.4K | 0.3% | 48 |
|
|
2023
Q4 | $332K | Buy |
+3,425
| New | +$332K | 0.35% | 47 |
|