Pineridge 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 | $45.4K | Buy |
385
+4
| +1% | +$472 | 0.02% | 110 |
|
|
2025
Q1 | $46.5K | Buy |
381
+3
| +0.8% | +$366 | 0.02% | 111 |
|
|
2024
Q4 | $40.7K | Buy |
378
+4
| +1% | +$431 | 0.02% | 145 |
|
|
2024
Q3 | $43.2K | Buy |
374
+3
| +0.8% | +$346 | 0.02% | 147 |
|
|
2024
Q2 | $37.2K | Sell |
371
-49
| -12% | -$4.91K | 0.01% | 162 |
|
|
2024
Q1 | $40.6K | Sell |
420
-229
| -35% | -$22.1K | 0.01% | 152 |
|
|
2023
Q4 | $62.9K | Buy |
+649
| New | +$62.9K | 0.02% | 144 |
|