Petra Financial Advisors’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 | $599K | Buy |
5,076
+17
| +0.3% | +$2.01K | 0.38% | 68 |
|
|
2025
Q1 | $617K | Sell |
5,059
-6
| -0.1% | -$732 | 0.51% | 44 |
|
|
2024
Q4 | $546K | Buy |
5,065
+18
| +0.4% | +$1.94K | 0.37% | 77 |
|
|
2024
Q3 | $582K | Buy |
5,047
+576
| +13% | +$66.4K | 0.38% | 73 |
|
|
2024
Q2 | $448K | Buy |
4,471
+130
| +3% | +$13K | 0.32% | 82 |
|
|
2024
Q1 | $420K | Buy |
4,341
+152
| +4% | +$14.7K | 0.31% | 83 |
|
|
2023
Q4 | $406K | Sell |
4,189
-1,596
| -28% | -$155K | 0.34% | 79 |
|
|
2023
Q3 | $511K | Buy |
5,785
+150
| +3% | +$13.2K | 0.43% | 67 |
|
|
2023
Q2 | $506K | Buy |
5,635
+3
| +0.1% | +$269 | 0.45% | 65 |
|
|
2023
Q1 | $543K | Buy |
5,632
+3
| +0.1% | +$289 | 0.54% | 37 |
|
|
2022
Q4 | $580K | Buy |
+5,629
| New | +$580K | 0.64% | 45 |
|