Strategic Wealth Investment 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 | $430K | Buy |
3,642
+299
| +9% | +$35.3K | 0.62% | 43 |
|
|
2025
Q1 | $408K | Sell |
3,343
-83,083
| -96% | -$10.1M | 0.71% | 40 |
|
|
2024
Q4 | $9.31M | Buy |
86,426
+4,980
| +6% | +$537K | 1.03% | 34 |
|
|
2024
Q3 | $9.47M | Buy |
81,446
+13,886
| +21% | +$1.61M | 1.01% | 41 |
|
|
2024
Q2 | $6.71M | Buy |
+67,560
| New | +$6.71M | 0.85% | 42 |
|
|
2023
Q4 | $918K | Buy |
9,457
+4,364
| +86% | +$423K | 0.14% | 60 |
|
|
2023
Q3 | $450K | Buy |
5,093
+2,613
| +105% | +$231K | 0.08% | 74 |
|
|
2023
Q2 | $223K | Sell |
2,480
-1,093
| -31% | -$98.1K | 0.04% | 113 |
|
|
2023
Q1 | $345K | Sell |
3,573
-1,892
| -35% | -$183K | 0.06% | 97 |
|
|
2022
Q4 | $559K | Buy |
5,465
+823
| +18% | +$84.2K | 0.13% | 68 |
|
|
2022
Q3 | $432K | Buy |
4,642
+661
| +17% | +$61.5K | 0.12% | 71 |
|
|
2022
Q2 | $427K | Buy |
3,981
+476
| +14% | +$51.1K | 0.11% | 95 |
|
|
2022
Q1 | $391K | Buy |
3,505
+149
| +4% | +$16.6K | 0.09% | 68 |
|
|
2021
Q4 | $352K | Buy |
3,356
+135
| +4% | +$14.2K | 0.09% | 67 |
|
|
2021
Q3 | $315K | Sell |
3,221
-1,004
| -24% | -$98.2K | 0.09% | 65 |
|
|
2021
Q2 | $417K | Buy |
4,225
+484
| +13% | +$47.8K | 0.15% | 58 |
|
|
2021
Q1 | $361K | Buy |
3,741
+67
| +2% | +$6.47K | 0.17% | 58 |
|
|
2020
Q4 | $336K | Buy |
3,674
+13
| +0.4% | +$1.19K | 0.2% | 65 |
|
|
2020
Q3 | $324K | Buy |
3,661
+178
| +5% | +$15.8K | 0.24% | 68 |
|
|
2020
Q2 | $278K | Sell |
3,483
-64
| -2% | -$5.11K | 0.27% | 65 |
|
|
2020
Q1 | $287K | Buy |
3,547
+414
| +13% | +$33.5K | 0.47% | 37 |
|
|
2019
Q4 | $286K | Buy |
+3,133
| New | +$286K | 0.3% | 44 |
|