Quadcap 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 | $5.76M | Buy |
48,856
+1,918
| +4% | +$226K | 0.73% | 26 |
|
2025
Q1 | $5.72M | Buy |
46,938
+237
| +0.5% | +$28.9K | 0.83% | 22 |
|
2024
Q4 | $5.03M | Sell |
46,701
-183
| -0.4% | -$19.7K | 0.74% | 26 |
|
2024
Q3 | $5.41M | Sell |
46,884
-23
| -0% | -$2.65K | 0.84% | 20 |
|
2024
Q2 | $4.7M | Buy |
46,907
+2,091
| +5% | +$210K | 0.85% | 21 |
|
2024
Q1 | $4.33M | Sell |
44,816
-2,119
| -5% | -$205K | 0.99% | 16 |
|
2023
Q4 | $4.55M | Buy |
+46,935
| New | +$4.55M | 1.18% | 15 |
|