Strategic Wealth Partners’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 | $7.99M | Buy |
+67,722
| New | +$7.99M | 0.63% | 54 |
|
|
2024
Q4 | $7.52M | Buy |
65,977
+15,402
| +30% | +$1.76M | 0.62% | 57 |
|
|
2024
Q3 | $5.83M | Buy |
50,575
+1,036
| +2% | +$119K | 0.56% | 61 |
|
|
2024
Q2 | $4.97M | Buy |
49,539
+259
| +0.5% | +$26K | 0.52% | 68 |
|
|
2024
Q1 | $4.77M | Sell |
49,280
-3,225
| -6% | -$312K | 0.52% | 67 |
|
|
2023
Q4 | $5.1M | Sell |
52,505
-19,370
| -27% | -$1.88M | 0.63% | 53 |
|
|
2023
Q3 | $6.34M | Buy |
71,875
+4,734
| +7% | +$418K | 0.84% | 23 |
|
|
2023
Q2 | $6.03M | Buy |
67,141
+4,020
| +6% | +$361K | 0.78% | 25 |
|
|
2023
Q1 | $6.09M | Buy |
63,121
+12,293
| +24% | +$1.19M | 0.93% | 20 |
|
|
2022
Q4 | $5.23M | Sell |
50,828
-2,184
| -4% | -$225K | 0.97% | 22 |
|
|
2022
Q3 | $4.93M | Buy |
53,012
+1,073
| +2% | +$99.8K | 1.05% | 16 |
|
|
2022
Q2 | $5.57M | Sell |
51,939
-1,737
| -3% | -$186K | 1.2% | 14 |
|
|
2022
Q1 | $5.99M | Sell |
53,676
-4,130
| -7% | -$461K | 1.17% | 14 |
|
|
2021
Q4 | $6.06M | Buy |
+57,806
| New | +$6.06M | 1.15% | 16 |
|
|
2019
Q4 | – | Sell |
-2,071
| Closed | -$10.8K | – | 223 |
|
|
2019
Q3 | $10.8K | Hold |
2,071
| – | – | 0.06% | 138 |
|
|
2019
Q2 | $182K | Sell |
2,071
-507
| -20% | -$44.6K | 0.09% | 137 |
|
|
2019
Q1 | $230K | Sell |
2,578
-145
| -5% | -$12.9K | 0.11% | 132 |
|
|
2018
Q4 | $232K | Sell |
2,723
-70
| -3% | -$5.96K | 0.12% | 120 |
|
|
2018
Q3 | $224K | Sell |
2,793
-220
| -7% | -$17.6K | 0.12% | 122 |
|
|
2018
Q2 | $238K | Sell |
3,013
-10,051
| -77% | -$794K | 0.14% | 125 |
|
|
2018
Q1 | $1.01M | Sell |
13,064
-2,799
| -18% | -$217K | 0.52% | 64 |
|
|
2017
Q4 | $1.42M | Buy |
+15,863
| New | +$1.42M | 0.79% | 33 |
|