Pinnacle Wealth Management Advisory Group’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 | $576K | Buy |
4,884
+89
| +2% | +$10.5K | 0.05% | 201 |
|
|
2025
Q1 | $585K | Sell |
4,795
-384
| -7% | -$46.8K | 0.05% | 186 |
|
|
2024
Q4 | $558K | Buy |
5,179
+285
| +6% | +$30.7K | 0.05% | 184 |
|
|
2024
Q3 | $564K | Sell |
4,894
-68
| -1% | -$7.84K | 0.05% | 189 |
|
|
2024
Q2 | $497K | Buy |
4,962
+913
| +23% | +$91.5K | 0.05% | 197 |
|
|
2024
Q1 | $392K | Buy |
4,049
+577
| +17% | +$55.8K | 0.04% | 221 |
|
|
2023
Q4 | $337K | Sell |
3,472
-302
| -8% | -$29.3K | 0.04% | 228 |
|
|
2023
Q3 | $333K | Buy |
3,774
+8
| +0.2% | +$706 | 0.04% | 220 |
|
|
2023
Q2 | $338K | Sell |
3,766
-965
| -20% | -$86.6K | 0.04% | 223 |
|
|
2023
Q1 | $456K | Sell |
4,731
-384
| -8% | -$37K | 0.06% | 183 |
|
|
2022
Q4 | $527K | Buy |
5,115
+1,094
| +27% | +$113K | 0.08% | 171 |
|
|
2022
Q3 | $374K | Buy |
4,021
+215
| +6% | +$20K | 0.06% | 188 |
|
|
2022
Q2 | $408K | Buy |
3,806
+623
| +20% | +$66.8K | 0.07% | 187 |
|
|
2022
Q1 | $355K | Sell |
3,183
-101
| -3% | -$11.3K | 0.05% | 212 |
|
|
2021
Q4 | $344K | Buy |
+3,284
| New | +$344K | 0.06% | 204 |
|
|
2020
Q1 | – | Sell |
-2,382
| Closed | -$217K | – | 170 |
|
|
2019
Q4 | $217K | Buy |
+2,382
| New | +$217K | 0.08% | 173 |
|