PFS Partners’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 | $74.7K | Buy |
633
+5
| +0.8% | +$590 | 0.04% | 130 |
|
|
2025
Q1 | $76.6K | Buy |
628
+5
| +0.8% | +$610 | 0.04% | 117 |
|
|
2024
Q4 | $67.1K | Buy |
623
+5
| +0.8% | +$539 | 0.04% | 125 |
|
|
2024
Q3 | $71.2K | Buy |
618
+5
| +0.8% | +$576 | 0.04% | 110 |
|
|
2024
Q2 | $61.4K | Sell |
613
-128
| -17% | -$12.8K | 0.04% | 110 |
|
|
2024
Q1 | $71.7K | Buy |
741
+6
| +0.8% | +$580 | 0.05% | 102 |
|
|
2023
Q4 | $71.3K | Buy |
735
+435
| +145% | +$42.2K | 0.05% | 106 |
|
|
2023
Q3 | $26.5K | Buy |
300
+1
| +0.3% | +$88 | 0.02% | 157 |
|
|
2023
Q2 | $26.9K | Hold |
299
| – | – | 0.02% | 164 |
|
|
2023
Q1 | $28.8K | Buy |
299
+1
| +0.3% | +$96 | 0.03% | 133 |
|
|
2022
Q4 | $30.7K | Hold |
298
| – | – | 0.03% | 119 |
|
|
2022
Q3 | $27.7K | Buy |
298
+1
| +0.3% | +$93 | 0.03% | 113 |
|
|
2022
Q2 | $31.9K | Hold |
297
| – | – | 0.03% | 105 |
|
|
2022
Q1 | $33.2K | Hold |
297
| – | – | 0.03% | 120 |
|
|
2021
Q4 | $31.1K | Buy |
+297
| New | +$31.1K | 0.02% | 129 |
|