Retirement Planning Company of New England’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 | $647K | Sell |
5,479
-11
| -0.2% | -$1.3K | 0.29% | 100 |
|
|
2025
Q1 | $670K | Buy |
5,490
+91
| +2% | +$11.1K | 0.33% | 93 |
|
|
2024
Q4 | $582K | Sell |
5,399
-59
| -1% | -$6.36K | 0.28% | 106 |
|
|
2024
Q3 | $629K | Buy |
5,458
+120
| +2% | +$13.8K | 0.31% | 98 |
|
|
2024
Q2 | $535K | Sell |
5,338
-343
| -6% | -$34.4K | 0.29% | 100 |
|
|
2024
Q1 | $549K | Sell |
5,681
-1,422
| -20% | -$138K | 0.3% | 104 |
|
|
2023
Q4 | $689K | Buy |
7,103
+819
| +13% | +$79.5K | 0.31% | 97 |
|
|
2023
Q3 | $555K | Sell |
6,284
-974
| -13% | -$86K | 0.31% | 99 |
|
|
2023
Q2 | $651K | Buy |
7,258
+44
| +0.6% | +$3.95K | 0.38% | 85 |
|
|
2023
Q1 | $696K | Buy |
7,214
+16
| +0.2% | +$1.54K | 0.42% | 78 |
|
|
2022
Q4 | $741K | Buy |
7,198
+115
| +2% | +$11.8K | 0.48% | 71 |
|
|
2022
Q3 | $658K | Buy |
7,083
+34
| +0.5% | +$3.16K | 0.48% | 70 |
|
|
2022
Q2 | $755K | Buy |
7,049
+52
| +0.7% | +$5.57K | 0.51% | 64 |
|
|
2022
Q1 | $781K | Sell |
6,997
-28
| -0.4% | -$3.13K | 0.44% | 70 |
|
|
2021
Q4 | $736K | Buy |
+7,025
| New | +$736K | 0.36% | 77 |
|