Private 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 | $33.7K | Hold |
286
| – | – | 0.01% | 220 |
|
|
2025
Q1 | $34.9K | Sell |
286
-135
| -32% | -$16.5K | 0.01% | 213 |
|
|
2024
Q4 | $45.4K | Buy |
421
+150
| +55% | +$16.2K | 0.02% | 177 |
|
|
2024
Q3 | $31.2K | Hold |
271
| – | – | 0.01% | 217 |
|
|
2024
Q2 | $27.2K | Hold |
271
| – | – | 0.01% | 229 |
|
|
2024
Q1 | $26.2K | Hold |
271
| – | – | 0.01% | 229 |
|
|
2023
Q4 | $26.3K | Buy |
+271
| New | +$26.3K | 0.01% | 232 |
|