RSWM
Robertson Stephens Wealth Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
2,860
+130
| +5% | +$15.3K | 0.01% | 431 |
|
|
2025
Q1 | $333K | Sell |
2,730
-166
| -6% | -$20.2K | 0.01% | 430 |
|
|
2024
Q4 | $312K | Buy |
2,896
+46
| +2% | +$4.96K | 0.01% | 456 |
|
|
2024
Q3 | $329K | Sell |
2,850
-210
| -7% | -$24.2K | 0.01% | 507 |
|
|
2024
Q2 | $307K | Buy |
3,060
+29
| +1% | +$2.91K | 0.02% | 403 |
|
|
2024
Q1 | $293K | Buy |
3,031
+48
| +2% | +$4.64K | 0.02% | 423 |
|
|
2023
Q4 | $289K | Sell |
2,983
-135
| -4% | -$13.1K | 0.02% | 386 |
|
|
2023
Q3 | $275K | Buy |
+3,118
| New | +$275K | 0.02% | 391 |
|
|
2023
Q2 | – | Sell |
-2,161
| Closed | -$208K | – | 431 |
|
|
2023
Q1 | $208K | Buy |
+2,161
| New | +$208K | 0.02% | 419 |
|
|
2020
Q2 | – | Sell |
-3,732
| Closed | -$302K | – | 195 |
|
|
2020
Q1 | $302K | Buy |
+3,732
| New | +$302K | 0.1% | 137 |
|