Regent Peak Wealth Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,194
| Closed | -$213K | – | 173 |
|
|
2023
Q4 | $213K | Sell |
2,194
-102
| -4% | -$9.9K | 0.06% | 150 |
|
|
2023
Q3 | $203K | Buy |
+2,296
| New | +$203K | 0.06% | 143 |
|
|
2023
Q2 | – | Sell |
-2,208
| Closed | -$213K | – | 159 |
|
|
2023
Q1 | $213K | Buy |
2,208
+112
| +5% | +$10.8K | 0.07% | 145 |
|
|
2022
Q4 | $216K | Sell |
2,096
-1,240
| -37% | -$128K | 0.07% | 148 |
|
|
2022
Q3 | $310K | Buy |
3,336
+272
| +9% | +$25.3K | 0.11% | 111 |
|
|
2022
Q2 | $328K | Buy |
3,064
+43
| +1% | +$4.6K | 0.11% | 111 |
|
|
2022
Q1 | $337K | Buy |
3,021
+63
| +2% | +$7.03K | 0.1% | 117 |
|
|
2021
Q4 | $310K | Buy |
2,958
+43
| +1% | +$4.51K | 0.08% | 127 |
|
|
2021
Q3 | $284K | Buy |
2,915
+23
| +0.8% | +$2.24K | 0.08% | 133 |
|
|
2021
Q2 | $304K | Buy |
2,892
+242
| +9% | +$25.4K | 0.09% | 127 |
|
|
2021
Q1 | $255K | Buy |
2,650
+63
| +2% | +$6.06K | 0.08% | 131 |
|
|
2020
Q4 | $237K | Buy |
2,587
+79
| +3% | +$7.24K | 0.08% | 128 |
|
|
2020
Q3 | $222K | Buy |
+2,508
| New | +$222K | 0.09% | 115 |
|