Oak Harbor Wealth Partners’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 | $1.9M | Sell |
16,136
-887
| -5% | -$105K | 0.51% | 48 |
|
|
2025
Q1 | $2.08M | Buy |
17,023
+1,466
| +9% | +$179K | 0.59% | 38 |
|
|
2024
Q4 | $1.68M | Buy |
15,557
+134
| +0.9% | +$14.4K | 0.49% | 54 |
|
|
2024
Q3 | $1.78M | Buy |
15,423
+5
| +0% | +$577 | 0.51% | 54 |
|
|
2024
Q2 | $1.55M | Sell |
15,418
-28
| -0.2% | -$2.81K | 0.49% | 53 |
|
|
2024
Q1 | $1.49M | Buy |
15,446
+6
| +0% | +$580 | 0.47% | 59 |
|
|
2023
Q4 | $1.5M | Sell |
15,440
-576
| -4% | -$55.9K | 0.5% | 56 |
|
|
2023
Q3 | $1.41M | Sell |
16,016
-192
| -1% | -$16.9K | 0.5% | 56 |
|
|
2023
Q2 | $1.45M | Sell |
16,208
-1,237
| -7% | -$111K | 0.5% | 59 |
|
|
2023
Q1 | $1.68M | Sell |
17,445
-656
| -4% | -$63.3K | 0.61% | 46 |
|
|
2022
Q4 | $1.86M | Buy |
18,101
+5
| +0% | +$515 | 0.71% | 41 |
|
|
2022
Q3 | $1.68M | Buy |
18,096
+6
| +0% | +$558 | 0.66% | 43 |
|
|
2022
Q2 | $1.94M | Sell |
18,090
-181
| -1% | -$19.4K | 0.77% | 40 |
|
|
2022
Q1 | $2.04M | Buy |
18,271
+173
| +1% | +$19.3K | 0.67% | 40 |
|
|
2021
Q4 | $1.9M | Buy |
+18,098
| New | +$1.9M | 0.65% | 45 |
|