Phillips Wealth Planners’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 | $1.24M | Buy |
10,642
+579
| +6% | +$67.3K | 1.12% | 18 |
|
|
2025
Q1 | $1.2M | Buy |
10,063
+4,466
| +80% | +$531K | 1.26% | 15 |
|
|
2024
Q4 | $593K | Buy |
5,597
+267
| +5% | +$28.3K | 0.59% | 52 |
|
|
2024
Q3 | $638K | Sell |
5,330
-1,094
| -17% | -$131K | 0.61% | 43 |
|
|
2024
Q2 | $661K | Sell |
6,424
-59
| -0.9% | -$6.07K | 0.7% | 35 |
|
|
2024
Q1 | $602K | Buy |
6,483
+656
| +11% | +$60.9K | 0.69% | 35 |
|
|
2023
Q4 | $559K | Buy |
5,827
+1,265
| +28% | +$121K | 0.67% | 41 |
|
|
2023
Q3 | $400K | Buy |
4,562
+67
| +1% | +$5.88K | 0.54% | 66 |
|
|
2023
Q2 | $403K | Buy |
4,495
+437
| +11% | +$39.2K | 0.53% | 67 |
|
|
2023
Q1 | $402K | Buy |
4,058
+52
| +1% | +$5.15K | 0.53% | 68 |
|
|
2022
Q4 | $401K | Buy |
+4,006
| New | +$401K | 0.7% | 51 |
|