Powers Advisory 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 | $799K | Buy |
6,775
+40
| +0.6% | +$4.72K | 0.35% | 44 |
|
|
2025
Q1 | $822K | Buy |
6,735
+38
| +0.6% | +$4.64K | 0.39% | 47 |
|
|
2024
Q4 | $722K | Buy |
6,697
+43
| +0.6% | +$4.63K | 0.36% | 47 |
|
|
2024
Q3 | $767K | Buy |
6,654
+39
| +0.6% | +$4.5K | 0.38% | 44 |
|
|
2024
Q2 | $663K | Buy |
6,615
+44
| +0.7% | +$4.41K | 0.36% | 43 |
|
|
2024
Q1 | $636K | Sell |
6,571
-21
| -0.3% | -$2.03K | 0.36% | 46 |
|
|
2023
Q4 | $640K | Buy |
6,592
+11
| +0.2% | +$1.07K | 0.39% | 46 |
|
|
2023
Q3 | $581K | Buy |
6,581
+48
| +0.7% | +$4.24K | 0.39% | 47 |
|
|
2023
Q2 | $586K | Buy |
6,533
+51
| +0.8% | +$4.58K | 0.39% | 48 |
|
|
2023
Q1 | $625K | Buy |
6,482
+85
| +1% | +$8.2K | 0.44% | 47 |
|
|
2022
Q4 | $659K | Buy |
6,397
+77
| +1% | +$7.93K | 0.49% | 43 |
|
|
2022
Q3 | $588K | Buy |
6,320
+86
| +1% | +$8K | 0.47% | 47 |
|
|
2022
Q2 | $668K | Sell |
6,234
-252
| -4% | -$27K | 0.51% | 44 |
|
|
2022
Q1 | $724K | Buy |
6,486
+184
| +3% | +$20.5K | 0.5% | 49 |
|
|
2021
Q4 | $661K | Buy |
+6,302
| New | +$661K | 0.47% | 51 |
|