Opal Wealth Advisors’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 | $390K | Buy |
3,308
+730
| +28% | +$86.1K | 0.11% | 102 |
|
|
2025
Q1 | $314K | Buy |
2,578
+412
| +19% | +$50.3K | 0.1% | 114 |
|
|
2024
Q4 | $233K | Sell |
2,166
-81
| -4% | -$8.73K | 0.07% | 169 |
|
|
2024
Q3 | $259K | Buy |
2,247
+124
| +6% | +$14.3K | 0.08% | 148 |
|
|
2024
Q2 | $213K | Buy |
+2,123
| New | +$213K | 0.07% | 167 |
|