Tidemark’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
$44.3K Buy
375
+1
+0.3% +$118 0.01% 254
2025
Q1
$45.7K Sell
374
-108
-22% -$13.2K 0.02% 256
2024
Q4
$52K Buy
482
+5
+1% +$539 0.02% 230
2024
Q3
$55K Buy
477
+6
+1% +$692 0.02% 216
2024
Q2
$47.2K Buy
471
+323
+218% +$32.4K 0.02% 222
2024
Q1
$14.3K Buy
+148
New +$14.3K 0.01% 388