Royal Capital 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 | $303K | Sell |
2,568
-50
| -2% | -$5.9K | 0.2% | 66 |
|
|
2025
Q1 | $319K | Hold |
2,618
| – | – | 0.22% | 61 |
|
|
2024
Q4 | $282K | Buy |
2,618
+202
| +8% | +$21.8K | 0.2% | 62 |
|
|
2024
Q3 | $279K | Hold |
2,416
| – | – | 0.2% | 66 |
|
|
2024
Q2 | $242K | Hold |
2,416
| – | – | 0.18% | 75 |
|
|
2024
Q1 | $234K | Hold |
2,416
| – | – | 0.18% | 82 |
|
|
2023
Q4 | $234K | Hold |
2,416
| – | – | 0.2% | 80 |
|
|
2023
Q3 | $213K | Hold |
2,416
| – | – | 0.2% | 82 |
|
|
2023
Q2 | $217K | Hold |
2,416
| – | – | 0.2% | 84 |
|
|
2023
Q1 | $233K | Hold |
2,416
| – | – | 0.23% | 83 |
|
|
2022
Q4 | $249K | Hold |
2,416
| – | – | 0.26% | 78 |
|
|
2022
Q3 | $225K | Hold |
2,416
| – | – | 0.26% | 81 |
|
|
2022
Q2 | $259K | Hold |
2,416
| – | – | 0.28% | 74 |
|
|
2022
Q1 | $270K | Hold |
2,416
| – | – | 0.26% | 83 |
|
|
2021
Q4 | $253K | Buy |
+2,416
| New | +$253K | 0.25% | 86 |
|