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