Plan Group Financial’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 | $1.78M | Buy |
15,066
+1,899
| +14% | +$224K | 0.58% | 56 |
|
|
2025
Q1 | $1.61M | Buy |
13,167
+4,063
| +45% | +$496K | 0.57% | 46 |
|
|
2024
Q4 | $981K | Buy |
9,104
+1,078
| +13% | +$116K | 0.52% | 46 |
|
|
2024
Q3 | $925K | Buy |
8,026
+757
| +10% | +$87.3K | 0.49% | 47 |
|
|
2024
Q2 | $729K | Buy |
7,269
+3,555
| +96% | +$356K | 0.45% | 50 |
|
|
2024
Q1 | $359K | Buy |
+3,714
| New | +$359K | 0.24% | 62 |
|
|
2023
Q3 | – | Sell |
-2,373
| Closed | -$216K | – | 77 |
|
|
2023
Q2 | $216K | Buy |
+2,373
| New | +$216K | 0.18% | 64 |
|