OHWA
Oak Hill Wealth Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Buy |
7,603
+1,911
| +34% | +$222K | 0.18% | 65 |
|
|
2025
Q1 | $694K | Buy |
5,692
+919
| +19% | +$112K | 0.16% | 61 |
|
|
2024
Q4 | $514K | Buy |
+4,773
| New | +$514K | 0.12% | 86 |
|
|
2024
Q3 | – | Sell |
-2,839
| Closed | -$285K | – | 41 |
|
|
2024
Q2 | $285K | Buy |
+2,839
| New | +$285K | 0.09% | 89 |
|
|
2024
Q1 | – | Sell |
-3,478
| Closed | -$337K | – | 32 |
|
|
2023
Q4 | $337K | Buy |
3,478
+211
| +6% | +$20.5K | 0.12% | 79 |
|
|
2023
Q3 | $288K | Buy |
3,267
+76
| +2% | +$6.71K | 0.11% | 82 |
|
|
2023
Q2 | $287K | Sell |
3,191
-410
| -11% | -$36.8K | 0.11% | 86 |
|
|
2023
Q1 | $347K | Sell |
3,601
-450
| -11% | -$43.4K | 0.14% | 78 |
|
|
2022
Q4 | $417K | Buy |
+4,051
| New | +$417K | 0.17% | 70 |
|