Thrive Wealth Management’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 | $991K | Sell |
8,400
-20
| -0.2% | -$2.36K | 0.16% | 76 |
|
|
2025
Q1 | $1.03M | Sell |
8,420
-128
| -1% | -$15.6K | 0.2% | 63 |
|
|
2024
Q4 | $921K | Sell |
8,548
-113
| -1% | -$12.2K | 0.17% | 72 |
|
|
2024
Q3 | $999K | Sell |
8,661
-74
| -0.8% | -$8.53K | 0.18% | 71 |
|
|
2024
Q2 | $875K | Buy |
8,735
+57
| +0.7% | +$5.71K | 0.17% | 72 |
|
|
2024
Q1 | $839K | Sell |
8,678
-535
| -6% | -$51.7K | 0.17% | 74 |
|
|
2023
Q4 | $894K | Sell |
9,213
-83
| -0.9% | -$8.05K | 0.2% | 67 |
|
|
2023
Q3 | $820K | Buy |
9,296
+591
| +7% | +$52.2K | 0.22% | 63 |
|
|
2023
Q2 | $781K | Buy |
8,705
+1,055
| +14% | +$94.7K | 0.2% | 71 |
|
|
2023
Q1 | $738K | Buy |
7,650
+122
| +2% | +$11.8K | 0.19% | 67 |
|
|
2022
Q4 | $775K | Sell |
7,528
-14
| -0.2% | -$1.44K | 0.22% | 55 |
|
|
2022
Q3 | $702K | Buy |
7,542
+409
| +6% | +$38.1K | 0.25% | 54 |
|
|
2022
Q2 | $765K | Sell |
7,133
-58
| -0.8% | -$6.22K | 0.27% | 40 |
|
|
2022
Q1 | $803K | Sell |
7,191
-441
| -6% | -$49.2K | 0.24% | 46 |
|
|
2021
Q4 | $801K | Buy |
+7,632
| New | +$801K | 0.27% | 43 |
|