Stiles Financial Services’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 | $2.77M | Buy |
23,463
+797
| +4% | +$94.1K | 0.96% | 33 |
|
|
2025
Q1 | $2.76M | Buy |
22,666
+74
| +0.3% | +$9.03K | 1.06% | 26 |
|
|
2024
Q4 | $2.43M | Buy |
22,592
+990
| +5% | +$107K | 0.88% | 36 |
|
|
2024
Q3 | $2.49M | Buy |
21,602
+836
| +4% | +$96.4K | 0.88% | 36 |
|
|
2024
Q2 | $2.08M | Sell |
20,766
-3
| -0% | -$301 | 0.8% | 41 |
|
|
2024
Q1 | $2.01M | Buy |
20,769
+716
| +4% | +$69.2K | 0.8% | 41 |
|
|
2023
Q4 | $1.95M | Buy |
20,053
+5,584
| +39% | +$542K | 0.88% | 39 |
|
|
2023
Q3 | $1.28M | Buy |
14,469
+1,323
| +10% | +$117K | 0.66% | 52 |
|
|
2023
Q2 | $1.18M | Buy |
13,146
+1,558
| +13% | +$140K | 0.59% | 59 |
|
|
2023
Q1 | $1.12M | Buy |
11,588
+215
| +2% | +$20.7K | 0.6% | 56 |
|
|
2022
Q4 | $1.17M | Buy |
11,373
+84
| +0.7% | +$8.65K | 0.67% | 46 |
|
|
2022
Q3 | $1.05M | Buy |
11,289
+554
| +5% | +$51.5K | 0.64% | 48 |
|
|
2022
Q2 | $1.15M | Buy |
10,735
+80
| +0.8% | +$8.58K | 0.69% | 44 |
|
|
2022
Q1 | $1.19M | Buy |
10,655
+607
| +6% | +$67.8K | 0.6% | 52 |
|
|
2021
Q4 | $1.05M | Buy |
+10,048
| New | +$1.05M | 0.51% | 59 |
|