Provident Wealth Management’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 | $231K | Hold |
1,958
| – | – | 0.08% | 75 |
|
|
2025
Q1 | $239K | Hold |
1,958
| – | – | 0.08% | 68 |
|
|
2024
Q4 | $211K | Hold |
1,958
| – | – | 0.07% | 77 |
|
|
2024
Q3 | $226K | Buy |
+1,958
| New | +$226K | 0.08% | 79 |
|
|
2023
Q2 | – | Sell |
-2,247
| Closed | -$217K | – | 95 |
|
|
2023
Q1 | $217K | Sell |
2,247
-2
| -0.1% | -$193 | 0.11% | 57 |
|
|
2022
Q4 | $232K | Buy |
2,249
+56
| +3% | +$5.77K | 0.14% | 52 |
|
|
2022
Q3 | $204K | Buy |
2,193
+1
| +0% | +$93 | 0.12% | 55 |
|
|
2022
Q2 | $235K | Sell |
2,192
-5
| -0.2% | -$536 | 0.15% | 50 |
|
|
2022
Q1 | $245K | Buy |
2,197
+40
| +2% | +$4.46K | 0.15% | 56 |
|
|
2021
Q4 | $226K | Sell |
2,157
-50
| -2% | -$5.24K | 0.15% | 52 |
|
|
2021
Q3 | $215K | Hold |
2,207
| – | – | 0.16% | 49 |
|
|
2021
Q2 | $218K | Hold |
2,207
| – | – | 0.18% | 48 |
|
|
2021
Q1 | $213K | Hold |
2,207
| – | – | 0.24% | 45 |
|
|
2020
Q4 | $202K | Hold |
2,207
| – | – | 0.23% | 46 |
|
|
2020
Q3 | $195K | Buy |
+2,207
| New | +$195K | 0.23% | 42 |
|
|
2020
Q1 | – | Sell |
-2,256
| Closed | -$206K | – | 51 |
|
|
2019
Q4 | $206K | Buy |
+2,256
| New | +$206K | 0.18% | 44 |
|