Retirement Guys Formula’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 | $1.16M | Buy |
9,834
+776
| +9% | +$91.6K | 0.44% | 79 |
|
|
2025
Q1 | $1.1M | Buy |
9,058
+1,264
| +16% | +$154K | 0.55% | 72 |
|
|
2024
Q4 | $840K | Buy |
7,794
+741
| +11% | +$79.8K | 0.42% | 70 |
|
|
2024
Q3 | $813K | Buy |
7,053
+371
| +6% | +$42.8K | 0.38% | 72 |
|
|
2024
Q2 | $670K | Sell |
6,682
-201
| -3% | -$20.1K | 0.32% | 81 |
|
|
2024
Q1 | $666K | Buy |
+6,883
| New | +$666K | 0.32% | 82 |
|