Petix & Botte Financial’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 | $207K | Hold |
1,752
| – | – | 0.05% | 127 |
|
|
2025
Q1 | $214K | Buy |
+1,752
| New | +$214K | 0.06% | 123 |
|
|
2024
Q4 | – | Sell |
-1,752
| Closed | -$202K | – | 125 |
|
|
2024
Q3 | $202K | Buy |
+1,752
| New | +$202K | 0.05% | 124 |
|
|
2022
Q2 | – | Sell |
-1,828
| Closed | -$204K | – | 79 |
|
|
2022
Q1 | $204K | Buy |
+1,828
| New | +$204K | 0.06% | 118 |
|