Richard W. Paul & Associates’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 | $17.3K | Sell |
147
-1
| -0.7% | -$118 | 0.01% | 223 |
|
|
2025
Q1 | $18.1K | Hold |
148
| – | – | 0.01% | 218 |
|
|
2024
Q4 | $15.9K | Sell |
148
-1
| -0.7% | -$108 | 0.01% | 276 |
|
|
2024
Q3 | $17.2K | Sell |
149
-94
| -39% | -$10.8K | 0.01% | 270 |
|
|
2024
Q2 | $24.4K | Buy |
243
+1
| +0.4% | +$100 | 0.01% | 237 |
|
|
2024
Q1 | $23.4K | Hold |
242
| – | – | 0.01% | 251 |
|
|
2023
Q4 | $23.5K | Sell |
242
-54
| -18% | -$5.24K | 0.01% | 246 |
|
|
2023
Q3 | $26.1K | Sell |
296
-23
| -7% | -$2.03K | 0.01% | 228 |
|
|
2023
Q2 | $28.6K | Buy |
319
+27
| +9% | +$2.42K | 0.01% | 243 |
|
|
2023
Q1 | $28.2K | Buy |
292
+12
| +4% | +$1.16K | 0.01% | 242 |
|
|
2022
Q4 | $28.8K | Buy |
+280
| New | +$28.8K | 0.01% | 243 |
|