PCA Investment Advisory 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
Q1 | – | Sell |
-3,543
| Closed | -$382K | – | 72 |
|
|
2024
Q4 | $382K | Buy |
3,543
+51
| +1% | +$5.5K | 0.18% | 79 |
|
|
2024
Q3 | $403K | Buy |
3,492
+5
| +0.1% | +$577 | 0.19% | 78 |
|
|
2024
Q2 | $349K | Hold |
3,487
| – | – | 0.18% | 76 |
|
|
2024
Q1 | $337K | Buy |
3,487
+580
| +20% | +$56.1K | 0.19% | 77 |
|
|
2023
Q4 | $282K | Sell |
2,907
-278
| -9% | -$27K | 0.19% | 79 |
|
|
2023
Q3 | $281K | Sell |
3,185
-321
| -9% | -$28.3K | 0.2% | 78 |
|
|
2023
Q2 | $315K | Buy |
3,506
+12
| +0.3% | +$1.08K | 0.19% | 74 |
|
|
2023
Q1 | $337K | Buy |
+3,494
| New | +$337K | 0.24% | 70 |
|