Precedent Wealth Partners’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 | $1.65M | Buy |
13,953
+1,710
| +14% | +$202K | 0.4% | 74 |
|
|
2025
Q1 | $1.49M | Buy |
12,243
+2,215
| +22% | +$270K | 0.41% | 73 |
|
|
2024
Q4 | $1.08M | Buy |
10,028
+144
| +1% | +$15.5K | 0.35% | 83 |
|
|
2024
Q3 | $1.14M | Buy |
9,884
+1,409
| +17% | +$162K | 0.38% | 72 |
|
|
2024
Q2 | $849K | Buy |
8,475
+931
| +12% | +$93.3K | 0.34% | 78 |
|
|
2024
Q1 | $730K | Buy |
7,544
+886
| +13% | +$85.7K | 0.31% | 80 |
|
|
2023
Q4 | $646K | Buy |
+6,658
| New | +$646K | 0.33% | 79 |
|