Pinnacle Wealth Planning Services’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 | $238K | Buy |
+2,017
| New | +$238K | 0.03% | 372 |
|
|
2024
Q4 | – | Sell |
-1,762
| Closed | -$203K | – | 434 |
|
|
2024
Q3 | $203K | Buy |
+1,762
| New | +$203K | 0.03% | 460 |
|
|
2023
Q3 | – | Sell |
-2,447
| Closed | -$220K | – | 460 |
|
|
2023
Q2 | $220K | Sell |
2,447
-442
| -15% | -$39.7K | 0.04% | 355 |
|
|
2023
Q1 | $279K | Buy |
2,889
+802
| +38% | +$77.4K | 0.05% | 286 |
|
|
2022
Q4 | $215K | Sell |
2,087
-861
| -29% | -$88.7K | 0.04% | 345 |
|
|
2022
Q3 | $274K | Buy |
2,948
+152
| +5% | +$14.1K | 0.05% | 257 |
|
|
2022
Q2 | $300K | Buy |
2,796
+51
| +2% | +$5.47K | 0.05% | 248 |
|
|
2022
Q1 | $307K | Buy |
2,745
+468
| +21% | +$52.3K | 0.06% | 265 |
|
|
2021
Q4 | $239K | Buy |
2,277
+126
| +6% | +$13.2K | 0.05% | 312 |
|
|
2021
Q3 | $210K | Buy |
+2,151
| New | +$210K | 0.05% | 320 |
|
|
2021
Q1 | – | Sell |
-1,552
| Closed | -$142K | – | 789 |
|
|
2020
Q4 | $142K | Buy |
+1,552
| New | +$142K | 0.03% | 354 |
|