Total Clarity 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 | $270K | Buy |
+2,291
| New | +$270K | 0.08% | 227 |
|
|
2023
Q1 | – | Sell |
-4,009
| Closed | -$413K | – | 200 |
|
|
2022
Q4 | $413K | Buy |
+4,009
| New | +$413K | 0.21% | 118 |
|
|
2022
Q3 | – | Sell |
-1,448
| Closed | -$155K | – | 410 |
|
|
2022
Q2 | $155K | Buy |
+1,448
| New | +$155K | 0.08% | 244 |
|
|
2022
Q1 | – | Sell |
-437
| Closed | -$46K | – | 385 |
|
|
2021
Q4 | $46K | Sell |
437
-13
| -3% | -$1.37K | 0.02% | 421 |
|
|
2021
Q3 | $44K | Buy |
+450
| New | +$44K | 0.02% | 427 |
|
|
2021
Q2 | – | Sell |
-475
| Closed | -$46K | – | 325 |
|
|
2021
Q1 | $46K | Buy |
+475
| New | +$46K | 0.03% | 352 |
|
|
2020
Q1 | – | Sell |
-86
| Closed | -$8K | – | 215 |
|
|
2019
Q4 | $8K | Buy |
+86
| New | +$8K | 0.01% | 523 |
|