Schulz Wealth’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 | $296K | Hold |
2,505
| – | – | 0.22% | 54 |
|
|
2025
Q1 | $306K | Hold |
2,505
| – | – | 0.23% | 49 |
|
|
2024
Q4 | $270K | Hold |
2,505
| – | – | 0.21% | 51 |
|
|
2024
Q3 | $289K | Hold |
2,505
| – | – | 0.22% | 48 |
|
|
2024
Q2 | $251K | Hold |
2,505
| – | – | 0.21% | 49 |
|
|
2024
Q1 | $242K | Hold |
2,505
| – | – | 0.21% | 49 |
|
|
2023
Q4 | $243K | Buy |
+2,505
| New | +$243K | 0.23% | 44 |
|