Prosperity Capital Advisors’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 | $683K | Sell |
5,786
-24
| -0.4% | -$2.83K | 0.06% | 138 |
|
|
2025
Q1 | $704K | Buy |
5,810
+269
| +5% | +$32.6K | 0.06% | 193 |
|
|
2024
Q4 | $597K | Buy |
5,541
+416
| +8% | +$44.8K | 0.05% | 205 |
|
|
2024
Q3 | $591K | Buy |
5,125
+1,757
| +52% | +$203K | 0.05% | 204 |
|
|
2024
Q2 | $338K | Sell |
3,368
-3,391
| -50% | -$340K | 0.04% | 234 |
|
|
2024
Q1 | $654K | Buy |
6,759
+3,509
| +108% | +$339K | 0.08% | 184 |
|
|
2023
Q4 | $315K | Buy |
3,250
+25
| +0.8% | +$2.43K | 0.03% | 192 |
|
|
2023
Q3 | $285K | Buy |
3,225
+278
| +9% | +$24.5K | 0.04% | 189 |
|
|
2023
Q2 | $265K | Buy |
2,947
+119
| +4% | +$10.7K | 0.04% | 196 |
|
|
2023
Q1 | $273K | Buy |
2,828
+59
| +2% | +$5.69K | 0.04% | 169 |
|
|
2022
Q4 | $285K | Buy |
+2,769
| New | +$285K | 0.09% | 148 |
|