PDS Planning’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 | $471K | Buy |
3,990
+465
| +13% | +$54.9K | 0.04% | 251 |
|
|
2025
Q1 | $430K | Buy |
3,525
+147
| +4% | +$17.9K | 0.04% | 234 |
|
|
2024
Q4 | $364K | Buy |
3,378
+127
| +4% | +$13.7K | 0.03% | 244 |
|
|
2024
Q3 | $375K | Buy |
3,251
+59
| +2% | +$6.8K | 0.03% | 248 |
|
|
2024
Q2 | $320K | Buy |
3,192
+326
| +11% | +$32.7K | 0.03% | 244 |
|
|
2024
Q1 | $277K | Buy |
2,866
+178
| +7% | +$17.2K | 0.03% | 281 |
|
|
2023
Q4 | $261K | Sell |
2,688
-712
| -21% | -$69.1K | 0.03% | 265 |
|
|
2023
Q3 | $300K | Sell |
3,400
-36
| -1% | -$3.18K | 0.04% | 214 |
|
|
2023
Q2 | $308K | Buy |
3,436
+35
| +1% | +$3.14K | 0.04% | 209 |
|
|
2023
Q1 | $328K | Buy |
3,401
+1,321
| +64% | +$127K | 0.05% | 178 |
|
|
2022
Q4 | $214K | Sell |
2,080
-105
| -5% | -$10.8K | 0.03% | 193 |
|
|
2022
Q3 | $203K | Buy |
2,185
+142
| +7% | +$13.2K | 0.04% | 181 |
|
|
2022
Q2 | $219K | Buy |
2,043
+48
| +2% | +$5.15K | 0.04% | 179 |
|
|
2022
Q1 | $223K | Buy |
1,995
+208
| +12% | +$23.3K | 0.04% | 190 |
|
|
2021
Q4 | $188K | Sell |
1,787
-136
| -7% | -$14.3K | 0.04% | 201 |
|
|
2021
Q3 | $188K | Buy |
+1,923
| New | +$188K | 0.04% | 192 |
|
|
2021
Q2 | – | Sell |
-2,405
| Closed | -$232K | – | 200 |
|
|
2021
Q1 | $232K | Buy |
+2,405
| New | +$232K | 0.07% | 139 |
|