Portside Wealth 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 | $1.41M | Buy |
11,964
+377
| +3% | +$44.5K | 0.21% | 108 |
|
|
2025
Q1 | $1.41M | Buy |
11,587
+641
| +6% | +$78.2K | 0.23% | 104 |
|
|
2024
Q4 | $1.18M | Buy |
10,946
+251
| +2% | +$27K | 0.2% | 115 |
|
|
2024
Q3 | $1.23M | Buy |
10,695
+579
| +6% | +$66.8K | 0.21% | 107 |
|
|
2024
Q2 | $1.01M | Sell |
10,116
-811
| -7% | -$81.3K | 0.19% | 122 |
|
|
2024
Q1 | $1.06M | Buy |
10,927
+1,489
| +16% | +$144K | 0.2% | 122 |
|
|
2023
Q4 | $916K | Sell |
9,438
-1,179
| -11% | -$114K | 0.17% | 134 |
|
|
2023
Q3 | $933K | Buy |
10,617
+803
| +8% | +$70.6K | 0.18% | 124 |
|
|
2023
Q2 | $881K | Buy |
+9,814
| New | +$881K | 0.16% | 138 |
|