Partnership 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 | $308K | Hold |
2,612
| – | – | 0.25% | 59 |
|
|
2025
Q1 | $319K | Hold |
2,612
| – | – | 0.27% | 58 |
|
|
2024
Q4 | $281K | Hold |
2,612
| – | – | 0.23% | 63 |
|
|
2024
Q3 | $301K | Hold |
2,612
| – | – | 0.21% | 62 |
|
|
2024
Q2 | $262K | Hold |
2,612
| – | – | 0.19% | 81 |
|
|
2024
Q1 | $253K | Hold |
2,612
| – | – | 0.18% | 97 |
|
|
2023
Q4 | $250K | Buy |
+2,612
| New | +$250K | 0.19% | 90 |
|