Semus Wealth Partners’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 | $230K | Sell |
1,946
-58
| -3% | -$6.84K | 0.15% | 100 |
|
|
2025
Q1 | $244K | Buy |
2,004
+16
| +0.8% | +$1.95K | 0.17% | 92 |
|
|
2024
Q4 | $214K | Buy |
1,988
+81
| +4% | +$8.73K | 0.14% | 105 |
|
|
2024
Q3 | $220K | Buy |
+1,907
| New | +$220K | 0.15% | 109 |
|
|
2023
Q3 | – | Sell |
-2,463
| Closed | -$221K | – | 118 |
|
|
2023
Q2 | $221K | Buy |
2,463
+25
| +1% | +$2.24K | 0.2% | 104 |
|
|
2023
Q1 | $235K | Buy |
2,438
+49
| +2% | +$4.73K | 0.25% | 94 |
|
|
2022
Q4 | $246K | Buy |
+2,389
| New | +$246K | 0.3% | 86 |
|