Old North State Wealth Management’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 | $3.28M | Buy |
27,755
+1,116
| +4% | +$132K | 1.71% | 22 |
|
|
2025
Q1 | $3.25M | Buy |
26,639
+1,261
| +5% | +$154K | 1.81% | 19 |
|
|
2024
Q4 | $2.74M | Buy |
25,378
+1,814
| +8% | +$196K | 1.54% | 22 |
|
|
2024
Q3 | $2.72M | Sell |
23,564
-1,227
| -5% | -$142K | 1.52% | 26 |
|
|
2024
Q2 | $2.49M | Buy |
24,791
+7,807
| +46% | +$783K | 1.64% | 25 |
|
|
2024
Q1 | $1.64M | Buy |
16,984
+1,322
| +8% | +$128K | 1.07% | 31 |
|
|
2023
Q4 | $1.52M | Buy |
15,662
+2,409
| +18% | +$234K | 1.12% | 30 |
|
|
2023
Q3 | $1.17M | Buy |
13,253
+438
| +3% | +$38.7K | 1.03% | 35 |
|
|
2023
Q2 | $1.15M | Buy |
12,815
+2,705
| +27% | +$243K | 1.01% | 36 |
|
|
2023
Q1 | $976K | Buy |
10,110
+393
| +4% | +$37.9K | 0.91% | 38 |
|
|
2022
Q4 | $1M | Buy |
9,717
+712
| +8% | +$73.4K | 1.01% | 34 |
|
|
2022
Q3 | $838K | Buy |
9,005
+275
| +3% | +$25.6K | 0.97% | 35 |
|
|
2022
Q2 | $937K | Buy |
8,730
+494
| +6% | +$53K | 1.07% | 33 |
|
|
2022
Q1 | $921K | Buy |
8,236
+85
| +1% | +$9.5K | 0.92% | 36 |
|
|
2021
Q4 | $856K | Buy |
+8,151
| New | +$856K | 0.86% | 35 |
|