Prestige Wealth Management 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 | $28K | Hold |
237
| – | – | 0.01% | 316 |
|
|
2025
Q1 | $28.9K | Buy |
237
+2
| +0.9% | +$244 | 0.01% | 308 |
|
|
2024
Q4 | $25.3K | Hold |
235
| – | – | 0.01% | 328 |
|
|
2024
Q3 | $27.1K | Hold |
235
| – | – | 0.01% | 312 |
|
|
2024
Q2 | $23.6K | Sell |
235
-214
| -48% | -$21.5K | 0.01% | 301 |
|
|
2024
Q1 | $43.4K | Sell |
449
-215
| -32% | -$20.8K | 0.01% | 267 |
|
|
2023
Q4 | $64.4K | Buy |
664
+5
| +0.8% | +$485 | 0.01% | 224 |
|
|
2023
Q3 | $58.2K | Sell |
659
-309
| -32% | -$27.3K | 0.01% | 226 |
|
|
2023
Q2 | $86.9K | Buy |
968
+16
| +2% | +$1.44K | 0.02% | 215 |
|
|
2023
Q1 | $91.8K | Buy |
952
+24
| +3% | +$2.32K | 0.02% | 195 |
|
|
2022
Q4 | $95.5K | Buy |
928
+138
| +17% | +$14.2K | 0.02% | 194 |
|
|
2022
Q3 | $74K | Buy |
790
+3
| +0.4% | +$281 | 0.02% | 193 |
|
|
2022
Q2 | $85K | Buy |
787
+2
| +0.3% | +$216 | 0.02% | 190 |
|
|
2022
Q1 | $88K | Buy |
785
+2
| +0.3% | +$224 | 0.02% | 197 |
|
|
2021
Q4 | $82K | Buy |
783
+2
| +0.3% | +$209 | 0.02% | 219 |
|
|
2021
Q3 | $76K | Buy |
781
+167
| +27% | +$16.3K | 0.02% | 215 |
|
|
2021
Q2 | $60K | Sell |
614
-165
| -21% | -$16.1K | 0.02% | 230 |
|
|
2021
Q1 | $75K | Buy |
779
+24
| +3% | +$2.31K | 0.02% | 210 |
|
|
2020
Q4 | $69K | Sell |
755
-388
| -34% | -$35.5K | 0.02% | 213 |
|
|
2020
Q3 | $101K | Buy |
1,143
+351
| +44% | +$31K | 0.03% | 171 |
|
|
2020
Q2 | $63K | Sell |
792
-106
| -12% | -$8.43K | 0.02% | 194 |
|
|
2020
Q1 | $73K | Buy |
898
+653
| +267% | +$53.1K | 0.03% | 141 |
|
|
2019
Q4 | $22K | Sell |
245
-11
| -4% | -$988 | 0.01% | 281 |
|
|
2019
Q3 | $25K | Buy |
256
+56
| +28% | +$5.47K | 0.01% | 252 |
|
|
2019
Q2 | $18K | Hold |
200
| – | – | 0.01% | 284 |
|
|
2019
Q1 | $18K | Sell |
200
-128
| -39% | -$11.5K | 0.01% | 290 |
|
|
2018
Q4 | $28K | Buy |
+328
| New | +$28K | 0.02% | 257 |
|