Novak & Powell Financial Services’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 | $541K | Buy |
4,581
+3
| +0.1% | +$354 | 0.38% | 63 |
|
|
2025
Q1 | $558K | Buy |
4,578
+4
| +0.1% | +$488 | 0.35% | 71 |
|
|
2024
Q4 | $493K | Buy |
4,574
+3
| +0.1% | +$323 | 0.29% | 78 |
|
|
2024
Q3 | $527K | Sell |
4,571
-136
| -3% | -$15.7K | 0.31% | 77 |
|
|
2024
Q2 | $472K | Sell |
4,707
-99
| -2% | -$9.92K | 0.29% | 79 |
|
|
2024
Q1 | $465K | Buy |
4,806
+5
| +0.1% | +$484 | 0.35% | 71 |
|
|
2023
Q4 | $466K | Buy |
+4,801
| New | +$466K | 0.31% | 79 |
|