Plancorp LLC’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 | $221K | Buy |
1,875
+19
| +1% | +$2.24K | 0.01% | 343 |
|
|
2025
Q1 | $226K | Buy |
+1,856
| New | +$226K | 0.01% | 323 |
|
|
2024
Q4 | – | Sell |
-1,920
| Closed | -$221K | – | 322 |
|
|
2024
Q3 | $221K | Buy |
+1,920
| New | +$221K | 0.01% | 290 |
|
|
2023
Q2 | – | Sell |
-2,177
| Closed | -$210K | – | 244 |
|
|
2023
Q1 | $210K | Buy |
+2,177
| New | +$210K | 0.01% | 240 |
|
|
2019
Q2 | – | Sell |
-2,416
| Closed | -$217K | – | 174 |
|
|
2019
Q1 | $217K | Buy |
+2,416
| New | +$217K | 0.08% | 166 |
|