Spire 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 | $645K | Sell |
5,468
-1,699
| -24% | -$200K | 0.02% | 457 |
|
|
2025
Q1 | $874K | Buy |
7,167
+701
| +11% | +$85.5K | 0.03% | 429 |
|
|
2024
Q4 | $697K | Buy |
6,466
+55
| +0.9% | +$5.93K | 0.02% | 479 |
|
|
2024
Q3 | $739K | Sell |
6,411
-253
| -4% | -$29.2K | 0.02% | 438 |
|
|
2024
Q2 | $668K | Sell |
6,664
-2,443
| -27% | -$245K | 0.02% | 426 |
|
|
2024
Q1 | $881K | Sell |
9,107
-597
| -6% | -$57.7K | 0.02% | 400 |
|
|
2023
Q4 | $927K | Sell |
9,704
-292
| -3% | -$27.9K | 0.03% | 380 |
|
|
2023
Q3 | $882K | Buy |
9,996
+207
| +2% | +$18.3K | 0.03% | 360 |
|
|
2023
Q2 | $878K | Sell |
9,789
-116
| -1% | -$10.4K | 0.03% | 370 |
|
|
2023
Q1 | $956K | Buy |
9,905
+3,048
| +44% | +$294K | 0.04% | 350 |
|
|
2022
Q4 | $706K | Buy |
6,857
+1,574
| +30% | +$162K | 0.04% | 289 |
|
|
2022
Q3 | $491K | Sell |
5,283
-9,288
| -64% | -$863K | 0.03% | 331 |
|
|
2022
Q2 | $1.56M | Sell |
14,571
-3,451
| -19% | -$370K | 0.06% | 242 |
|
|
2022
Q1 | $2.01M | Sell |
18,022
-9,352
| -34% | -$1.04M | 0.05% | 271 |
|
|
2021
Q4 | $2.87M | Buy |
27,374
+5,711
| +26% | +$599K | 0.06% | 257 |
|
|
2021
Q3 | $2.11M | Buy |
21,663
+384
| +2% | +$37.5K | 0.06% | 273 |
|
|
2021
Q2 | $2.1M | Sell |
21,279
-6,752
| -24% | -$667K | 0.06% | 279 |
|
|
2021
Q1 | $2.68M | Buy |
+28,031
| New | +$2.68M | 0.07% | 231 |
|