OBWG
Onyx Bridge Wealth Group’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
2,804
+8
| +0.3% | +$944 | 0.04% | 216 |
|
|
2025
Q1 | $341K | Buy |
2,796
+64
| +2% | +$7.81K | 0.05% | 200 |
|
|
2024
Q4 | $294K | Buy |
2,732
+21
| +0.8% | +$2.26K | 0.04% | 214 |
|
|
2024
Q3 | $313K | Buy |
2,711
+7
| +0.3% | +$807 | 0.05% | 207 |
|
|
2024
Q2 | $271K | Buy |
2,704
+8
| +0.3% | +$802 | 0.04% | 211 |
|
|
2024
Q1 | $263K | Sell |
2,696
-901
| -25% | -$88K | 0.05% | 204 |
|
|
2023
Q4 | $349K | Sell |
3,597
-491
| -12% | -$47.7K | 0.07% | 172 |
|
|
2023
Q3 | $361K | Buy |
+4,088
| New | +$361K | 0.08% | 156 |
|