Revisor Wealth Management’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 | $846K | Buy |
7,161
+3,466
| +94% | +$410K | 0.31% | 73 |
|
|
2025
Q1 | $451K | Buy |
3,695
+1,641
| +80% | +$200K | 0.2% | 125 |
|
|
2024
Q4 | $228K | Sell |
2,054
-1,740
| -46% | -$193K | 0.21% | 103 |
|
|
2024
Q3 | $437K | Sell |
3,794
-615
| -14% | -$70.9K | 0.27% | 81 |
|
|
2024
Q2 | $442K | Sell |
4,409
-1,437
| -25% | -$144K | 0.31% | 67 |
|
|
2024
Q1 | $566K | Buy |
+5,846
| New | +$566K | 0.26% | 103 |
|