Pinnacle Wealth Management 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 | $478K | Sell |
4,048
-200
| -5% | -$23.6K | 0.27% | 64 |
|
|
2025
Q1 | $518K | Buy |
4,248
+500
| +13% | +$61K | 0.36% | 49 |
|
|
2024
Q4 | $404K | Hold |
3,748
| – | – | 0.25% | 72 |
|
|
2024
Q3 | $432K | Hold |
3,748
| – | – | 0.27% | 69 |
|
|
2024
Q2 | $376K | Buy |
3,748
+27
| +0.7% | +$2.71K | 0.25% | 69 |
|
|
2024
Q1 | $360K | Buy |
3,721
+500
| +16% | +$48.4K | 0.27% | 72 |
|
|
2023
Q4 | $313K | Hold |
3,221
| – | – | 0.26% | 75 |
|
|
2023
Q3 | $284K | Hold |
3,221
| – | – | 0.26% | 77 |
|
|
2023
Q2 | $289K | Sell |
3,221
-567
| -15% | -$50.9K | 0.25% | 75 |
|
|
2023
Q1 | $365K | Hold |
3,788
| – | – | 0.32% | 65 |
|
|
2022
Q4 | $390K | Buy |
3,788
+50
| +1% | +$5.15K | 0.35% | 62 |
|
|
2022
Q3 | $348K | Sell |
3,738
-400
| -10% | -$37.2K | 0.31% | 70 |
|
|
2022
Q2 | $444K | Sell |
4,138
-100
| -2% | -$10.7K | 0.37% | 59 |
|
|
2022
Q1 | $473K | Hold |
4,238
| – | – | 0.36% | 65 |
|
|
2021
Q4 | $445K | Buy |
4,238
+458
| +12% | +$48.1K | 0.33% | 73 |
|
|
2021
Q3 | $369K | Sell |
3,780
-240
| -6% | -$23.4K | 0.28% | 85 |
|
|
2021
Q2 | $397K | Buy |
+4,020
| New | +$397K | 0.29% | 89 |
|