PFG Private Wealth Management’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 | – | Sell |
-486
| Closed | -$59.3K | – | 111 |
|
|
2025
Q1 | $59.3K | Buy |
486
+20
| +4% | +$2.44K | 0.03% | 91 |
|
|
2024
Q4 | $50.2K | Hold |
466
| – | – | 0.03% | 90 |
|
|
2024
Q3 | $53.7K | Hold |
466
| – | – | 0.03% | 91 |
|
|
2024
Q2 | $46.7K | Buy |
466
+26
| +6% | +$2.61K | 0.03% | 97 |
|
|
2024
Q1 | $42.6K | Sell |
440
-1,383
| -76% | -$134K | 0.03% | 94 |
|
|
2023
Q4 | $177K | Buy |
1,823
+999
| +121% | +$96.9K | 0.12% | 49 |
|
|
2023
Q3 | $72.7K | Sell |
824
-727
| -47% | -$64.2K | 0.05% | 80 |
|
|
2023
Q2 | $139K | Buy |
1,551
+205
| +15% | +$18.4K | 0.08% | 75 |
|
|
2023
Q1 | $130K | Buy |
1,346
+205
| +18% | +$19.8K | 0.08% | 73 |
|
|
2022
Q4 | $118K | Hold |
1,141
| – | – | 0.07% | 75 |
|
|
2022
Q3 | $106K | Sell |
1,141
-234
| -17% | -$21.7K | 0.07% | 74 |
|
|
2022
Q2 | $147K | Sell |
1,375
-26
| -2% | -$2.78K | 0.08% | 73 |
|
|
2022
Q1 | $156K | Buy |
1,401
+1,034
| +282% | +$115K | 0.08% | 69 |
|
|
2021
Q4 | $38K | Hold |
367
| – | – | 0.02% | 163 |
|
|
2021
Q3 | $36K | Buy |
+367
| New | +$36K | 0.02% | 155 |
|