New England Capital Financial 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 | $149K | Sell |
1,263
-48
| -4% | -$5.66K | 0.07% | 64 |
|
|
2025
Q1 | $160K | Hold |
1,311
| – | – | 0.08% | 59 |
|
|
2024
Q4 | $141K | Buy |
1,311
+1
| +0.1% | +$108 | 0.07% | 65 |
|
|
2024
Q3 | $151K | Hold |
1,310
| – | – | 0.08% | 59 |
|
|
2024
Q2 | $131K | Buy |
1,310
+1
| +0.1% | +$100 | 0.07% | 61 |
|
|
2024
Q1 | $127K | Hold |
1,309
| – | – | 0.07% | 62 |
|
|
2023
Q4 | $127K | Buy |
1,309
+1
| +0.1% | +$97 | 0.08% | 63 |
|
|
2023
Q3 | $115K | Hold |
1,308
| – | – | 0.08% | 66 |
|
|
2023
Q2 | $117K | Buy |
1,308
+1
| +0.1% | +$90 | 0.08% | 67 |
|
|
2023
Q1 | $126K | Buy |
1,307
+1
| +0.1% | +$96 | 0.09% | 62 |
|
|
2022
Q4 | $133K | Buy |
+1,306
| New | +$133K | 0.09% | 61 |
|