Premier Path 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 | $554K | Buy |
4,696
+715
| +18% | +$84.4K | 0.08% | 231 |
|
|
2025
Q1 | $486K | Buy |
3,981
+8
| +0.2% | +$976 | 0.08% | 234 |
|
|
2024
Q4 | $428K | Buy |
3,973
+418
| +12% | +$45K | 0.07% | 251 |
|
|
2024
Q3 | $410K | Buy |
3,555
+53
| +2% | +$6.11K | 0.06% | 257 |
|
|
2024
Q2 | $351K | Buy |
3,502
+395
| +13% | +$39.6K | 0.06% | 269 |
|
|
2024
Q1 | $300K | Buy |
3,107
+137
| +5% | +$13.2K | 0.06% | 273 |
|
|
2023
Q4 | $288K | Buy |
+2,970
| New | +$288K | 0.06% | 268 |
|