NewEdge Wealth’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 | $607K | Sell |
4,821
-174
| -3% | -$21.9K | 0.01% | 650 |
|
|
2025
Q1 | $609K | Sell |
4,995
-958
| -16% | -$117K | 0.01% | 590 |
|
|
2024
Q4 | $641K | Buy |
5,953
+156
| +3% | +$16.8K | 0.01% | 582 |
|
|
2024
Q3 | $668K | Buy |
5,797
+2,935
| +103% | +$338K | 0.01% | 554 |
|
|
2024
Q2 | $287K | Sell |
2,862
-573
| -17% | -$57.4K | 0.01% | 650 |
|
|
2024
Q1 | $341K | Buy |
+3,435
| New | +$341K | 0.01% | 637 |
|
|
2022
Q3 | – | Sell |
-12,820
| Closed | -$1.37M | – | 544 |
|
|
2022
Q2 | $1.37M | Buy |
+12,820
| New | +$1.37M | 0.06% | 243 |
|