Simplicity 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 | $1.97M | Buy |
16,693
+9,455
| +131% | +$1.12M | 0.08% | 220 |
|
|
2025
Q1 | $883K | Buy |
7,238
+4,464
| +161% | +$544K | 0.07% | 270 |
|
|
2024
Q4 | $299K | Buy |
2,774
+740
| +36% | +$79.7K | 0.06% | 239 |
|
|
2024
Q3 | $235K | Sell |
2,034
-22,195
| -92% | -$2.56M | 0.02% | 438 |
|
|
2024
Q2 | $2.43M | Buy |
24,229
+2,583
| +12% | +$259K | 0.05% | 322 |
|
|
2024
Q1 | $2.09M | Buy |
+21,646
| New | +$2.09M | 0.05% | 346 |
|