Strategic Planning Group’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 | $5.05M | Buy |
42,806
+1,915
| +5% | +$226K | 0.82% | 47 |
|
|
2025
Q1 | $4.99M | Buy |
40,891
+3,098
| +8% | +$378K | 0.98% | 32 |
|
|
2024
Q4 | $4.07M | Buy |
37,793
+1,530
| +4% | +$165K | 0.75% | 44 |
|
|
2024
Q3 | $4.18M | Buy |
36,263
+1,862
| +5% | +$215K | 0.82% | 40 |
|
|
2024
Q2 | $3.45M | Buy |
34,401
+7,655
| +29% | +$767K | 0.75% | 48 |
|
|
2024
Q1 | $2.59M | Buy |
26,746
+3,796
| +17% | +$367K | 0.65% | 52 |
|
|
2023
Q4 | $2.23M | Buy |
+22,950
| New | +$2.23M | 0.74% | 42 |
|