RDA Financial Network’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 | $1.44M | Buy |
12,171
+9,444
| +346% | +$1.11M | 0.39% | 82 |
|
|
2025
Q1 | $333K | Buy |
+2,727
| New | +$333K | 0.1% | 178 |
|
|
2023
Q4 | – | Sell |
-2,423
| Closed | -$214K | – | 229 |
|
|
2023
Q3 | $214K | Sell |
2,423
-1,202
| -33% | -$106K | 0.09% | 199 |
|
|
2023
Q2 | $325K | Buy |
+3,625
| New | +$325K | 0.14% | 153 |
|