Silverlake 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 | $654K | Sell |
5,545
-186
| -3% | -$21.9K | 0.19% | 137 |
|
|
2025
Q1 | $699K | Sell |
5,731
-214
| -4% | -$26.1K | 0.26% | 99 |
|
|
2024
Q4 | $641K | Buy |
5,945
+3
| +0.1% | +$323 | 0.25% | 101 |
|
|
2024
Q3 | $685K | Buy |
5,942
+658
| +12% | +$75.9K | 0.26% | 98 |
|
|
2024
Q2 | $530K | Buy |
5,284
+716
| +16% | +$71.8K | 0.22% | 110 |
|
|
2024
Q1 | $442K | Sell |
4,568
-271
| -6% | -$26.2K | 0.22% | 116 |
|
|
2023
Q4 | $470K | Buy |
4,839
+4
| +0.1% | +$388 | 0.26% | 101 |
|
|
2023
Q3 | $427K | Sell |
4,835
-275
| -5% | -$24.3K | 0.24% | 113 |
|
|
2023
Q2 | $459K | Buy |
5,110
+251
| +5% | +$22.5K | 0.25% | 95 |
|
|
2023
Q1 | $469K | Sell |
4,859
-391
| -7% | -$37.7K | 0.28% | 89 |
|
|
2022
Q4 | $541K | Buy |
5,250
+2
| +0% | +$206 | 0.34% | 70 |
|
|
2022
Q3 | $488K | Buy |
5,248
+760
| +17% | +$70.7K | 0.33% | 77 |
|
|
2022
Q2 | $481K | Buy |
4,488
+3
| +0.1% | +$322 | 0.31% | 77 |
|
|
2022
Q1 | $501K | Buy |
4,485
+23
| +0.5% | +$2.57K | 0.29% | 86 |
|
|
2021
Q4 | $468K | Buy |
+4,462
| New | +$468K | 0.25% | 100 |
|