PFA
Pathway Financial Advisers’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.71M | Sell |
56,892
-630
| -1% | -$74.3K | 2.17% | 4 |
|
|
2025
Q1 | $7.02M | Sell |
57,522
-781
| -1% | -$95.3K | 2.4% | 3 |
|
|
2024
Q4 | $6.28M | Sell |
58,303
-6,719,670
| -99% | -$724M | 2.1% | 4 |
|
|
2024
Q3 | $58.8K | Buy |
6,777,973
+6,719,398
| +11,471% | +$58.3K | 0.03% | 181 |
|
|
2024
Q2 | $5.86M | Buy |
58,575
+488
| +0.8% | +$48.8K | 2.1% | 5 |
|
|
2024
Q1 | $5.62M | Sell |
58,087
-456
| -0.8% | -$44.1K | 2.02% | 7 |
|
|
2023
Q4 | $5.68M | Buy |
58,543
+264
| +0.5% | +$25.6K | 2.16% | 5 |
|
|
2023
Q3 | $5.14M | Buy |
+58,279
| New | +$5.14M | 2.12% | 5 |
|
|
2023
Q1 | $5.25M | Buy |
54,442
+1,266
| +2% | +$122K | 2.11% | 5 |
|
|
2022
Q4 | $5.48M | Buy |
+53,176
| New | +$5.48M | 2.22% | 5 |
|