SteelPeak 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 | $4.6M | Sell |
38,966
-1,320
| -3% | -$156K | 0.18% | 104 |
|
|
2025
Q1 | $4.91M | Buy |
40,286
+11,823
| +42% | +$1.44M | 0.2% | 96 |
|
|
2024
Q4 | $3.07M | Sell |
28,463
-36,800
| -56% | -$3.96M | 0.12% | 124 |
|
|
2024
Q3 | $7.52M | Buy |
+65,263
| New | +$7.52M | 0.33% | 66 |
|
|
2024
Q1 | – | Sell |
-37,497
| Closed | -$3.64M | – | 432 |
|
|
2023
Q4 | $3.64M | Buy |
+37,497
| New | +$3.64M | 0.21% | 95 |
|
|
2022
Q4 | – | Sell |
-3,888
| Closed | -$362K | – | 412 |
|
|
2022
Q3 | $362K | Sell |
3,888
-2,226
| -36% | -$207K | 0.03% | 295 |
|
|
2022
Q2 | $655K | Buy |
+6,114
| New | +$655K | 0.05% | 216 |
|
|
2020
Q4 | – | Sell |
-5,706
| Closed | -$505K | – | 319 |
|
|
2020
Q3 | $505K | Buy |
+5,706
| New | +$505K | 0.05% | 169 |
|
|
2020
Q2 | – | Sell |
-3,692
| Closed | -$299K | – | 254 |
|
|
2020
Q1 | $299K | Buy |
3,692
+1,004
| +37% | +$81.3K | 0.05% | 174 |
|
|
2019
Q4 | $245K | Buy |
+2,688
| New | +$245K | 0.03% | 217 |
|