Resurgent 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 | $602K | Buy |
5,103
+1,677
| +49% | +$198K | 0.33% | 88 |
|
|
2025
Q1 | $418K | Sell |
3,426
-100
| -3% | -$12.2K | 0.25% | 111 |
|
|
2024
Q4 | $380K | Sell |
3,526
-934
| -21% | -$101K | 0.22% | 126 |
|
|
2024
Q3 | $514K | Sell |
4,460
-2,831
| -39% | -$326K | 0.3% | 95 |
|
|
2024
Q2 | $731K | Sell |
7,291
-3,362
| -32% | -$337K | 0.45% | 66 |
|
|
2024
Q1 | $1.03M | Buy |
10,653
+3,517
| +49% | +$340K | 0.55% | 51 |
|
|
2023
Q4 | $692K | Sell |
7,136
-93
| -1% | -$9.03K | 0.43% | 59 |
|
|
2023
Q3 | $638K | Buy |
7,229
+570
| +9% | +$50.3K | 0.43% | 57 |
|
|
2023
Q2 | $598K | Buy |
6,659
+1,591
| +31% | +$143K | 0.39% | 66 |
|
|
2023
Q1 | $489K | Sell |
5,068
-1,393
| -22% | -$134K | 0.33% | 80 |
|
|
2022
Q4 | $665K | Buy |
6,461
+2,932
| +83% | +$302K | 0.35% | 66 |
|
|
2022
Q3 | $328K | Buy |
+3,529
| New | +$328K | 0.22% | 125 |
|