Phoenix Wealth 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 | – | Sell |
-1,702
| Closed | -$208K | – | 128 |
|
|
2025
Q1 | $208K | Buy |
+1,702
| New | +$208K | 0.09% | 120 |
|
|
2021
Q4 | – | Sell |
-1,398
| Closed | -$136K | – | 181 |
|
|
2021
Q3 | $136K | Hold |
1,398
| – | – | 0.1% | 135 |
|
|
2021
Q2 | $140K | Hold |
1,398
| – | – | 0.1% | 136 |
|
|
2021
Q1 | $135K | Buy |
1,398
+166
| +13% | +$16K | 0.11% | 136 |
|
|
2020
Q4 | $113K | Buy |
+1,232
| New | +$113K | 0.09% | 141 |
|