Pine Harbor 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 | $382K | Buy |
3,237
+2
| +0.1% | +$236 | 0.13% | 66 |
|
|
2025
Q1 | $395K | Buy |
3,235
+2
| +0.1% | +$244 | 0.16% | 59 |
|
|
2024
Q4 | $348K | Sell |
3,233
-217
| -6% | -$23.4K | 0.14% | 65 |
|
|
2024
Q3 | $398K | Buy |
3,450
+1
| +0% | +$115 | 0.2% | 61 |
|
|
2024
Q2 | $346K | Buy |
3,449
+200
| +6% | +$20K | 0.2% | 64 |
|
|
2024
Q1 | $314K | Hold |
3,249
| – | – | 0.2% | 69 |
|
|
2023
Q4 | $315K | Buy |
+3,249
| New | +$315K | 0.24% | 67 |
|