Pure Financial 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 | $3.9M | Buy |
33,088
+30,051
| +989% | +$3.55M | 0.07% | 116 |
|
|
2025
Q1 | $370K | Buy |
3,037
+564
| +23% | +$68.8K | 0.01% | 287 |
|
|
2024
Q4 | $266K | Buy |
2,473
+119
| +5% | +$12.8K | 0.01% | 301 |
|
|
2024
Q3 | $271K | Sell |
2,354
-64
| -3% | -$7.38K | 0.01% | 287 |
|
|
2024
Q2 | $242K | Sell |
2,418
-178
| -7% | -$17.8K | 0.01% | 286 |
|
|
2024
Q1 | $251K | Sell |
2,596
-867
| -25% | -$83.8K | 0.01% | 273 |
|
|
2023
Q4 | $336K | Buy |
+3,463
| New | +$336K | 0.01% | 238 |
|