Rise 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 | $92.8K | Buy |
786
+51
| +7% | +$6.02K | 0.04% | 160 |
|
|
2025
Q1 | $89.7K | Buy |
735
+300
| +69% | +$36.6K | 0.04% | 155 |
|
|
2024
Q4 | $46.9K | Buy |
435
+4
| +0.9% | +$431 | 0.02% | 240 |
|
|
2024
Q3 | $49.7K | Buy |
431
+4
| +0.9% | +$461 | 0.02% | 243 |
|
|
2024
Q2 | $42.8K | Buy |
427
+4
| +0.9% | +$401 | 0.02% | 258 |
|
|
2024
Q1 | $40.9K | Buy |
+423
| New | +$40.9K | 0.02% | 267 |
|
|
2023
Q4 | – | Sell |
-132
| Closed | -$11.7K | – | 641 |
|
|
2023
Q3 | $11.7K | Buy |
132
+1
| +0.8% | +$89 | 0.01% | 304 |
|
|
2023
Q2 | $11.8K | Sell |
131
-91
| -41% | -$8.16K | 0.01% | 314 |
|
|
2023
Q1 | $21.4K | Buy |
222
+94
| +73% | +$9.05K | 0.02% | 242 |
|
|
2022
Q4 | $13.2K | Buy |
128
+1
| +0.8% | +$103 | 0.01% | 307 |
|
|
2022
Q3 | $12K | Buy |
127
+1
| +0.8% | +$94 | 0.01% | 307 |
|
|
2022
Q2 | $13K | Sell |
126
-28
| -18% | -$2.89K | 0.01% | 295 |
|
|
2022
Q1 | $17K | Buy |
154
+1
| +0.7% | +$110 | 0.02% | 262 |
|
|
2021
Q4 | $16K | Buy |
+153
| New | +$16K | 0.02% | 271 |
|