OneAscent 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 | $1.18M | Buy |
9,975
+2,254
| +29% | +$267K | 0.08% | 152 |
|
|
2025
Q1 | $936K | Buy |
7,721
+3
| +0% | +$364 | 0.06% | 210 |
|
|
2024
Q4 | $832K | Buy |
7,718
+1,566
| +25% | +$169K | 0.07% | 180 |
|
|
2024
Q3 | $709K | Sell |
6,152
-1,340
| -18% | -$154K | 0.51% | 47 |
|
|
2024
Q2 | $751K | Buy |
7,492
+563
| +8% | +$56.4K | 0.1% | 118 |
|
|
2024
Q1 | $670K | Sell |
6,929
-221
| -3% | -$21.4K | 0.07% | 162 |
|
|
2023
Q4 | $694K | Buy |
+7,150
| New | +$694K | 0.09% | 152 |
|