PFG Investments’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 | $3.74M | Buy |
31,731
+322
| +1% | +$38K | 0.22% | 87 |
|
|
2025
Q1 | $3.83M | Buy |
31,409
+155
| +0.5% | +$18.9K | 0.25% | 80 |
|
|
2024
Q4 | $3.37M | Sell |
31,254
-337
| -1% | -$36.3K | 0.21% | 86 |
|
|
2024
Q3 | $3.64M | Sell |
31,591
-340
| -1% | -$39.2K | 0.24% | 74 |
|
|
2024
Q2 | $3.2M | Buy |
31,931
+3,990
| +14% | +$400K | 0.23% | 82 |
|
|
2024
Q1 | $2.7M | Buy |
27,941
+20,444
| +273% | +$1.98M | 0.16% | 131 |
|
|
2023
Q4 | $728K | Sell |
7,497
-258
| -3% | -$25K | 0.14% | 172 |
|
|
2023
Q3 | $684K | Buy |
7,755
+1,106
| +17% | +$97.6K | 0.13% | 177 |
|
|
2023
Q2 | $597K | Buy |
6,649
+103
| +2% | +$9.24K | 0.11% | 207 |
|
|
2023
Q1 | $632K | Buy |
+6,546
| New | +$632K | 0.13% | 183 |
|