Transform Wealth’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $662K | Sell |
5,426
-342
| -6% | -$41.7K | 0.04% | 154 |
|
|
2024
Q4 | $621K | Buy |
5,768
+1,904
| +49% | +$205K | 0.03% | 159 |
|
|
2024
Q3 | $446K | Buy |
3,864
+3
| +0.1% | +$346 | 0.03% | 159 |
|
|
2024
Q2 | $387K | Sell |
3,861
-228
| -6% | -$22.9K | 0.03% | 158 |
|
|
2024
Q1 | $395K | Buy |
4,089
+69
| +2% | +$6.67K | 0.04% | 164 |
|
|
2023
Q4 | $390K | Sell |
4,020
-432
| -10% | -$41.9K | 0.04% | 189 |
|
|
2023
Q3 | $393K | Sell |
4,452
-2,543
| -36% | -$224K | 0.04% | 185 |
|
|
2023
Q2 | $628K | Buy |
6,995
+14
| +0.2% | +$1.26K | 0.06% | 160 |
|
|
2023
Q1 | $673K | Buy |
6,981
+927
| +15% | +$89.4K | 0.06% | 153 |
|
|
2022
Q4 | $624K | Buy |
6,054
+1,120
| +23% | +$115K | 0.07% | 133 |
|
|
2022
Q3 | $459K | Sell |
4,934
-377
| -7% | -$35.1K | 0.06% | 127 |
|
|
2022
Q2 | $569K | Sell |
5,311
-94
| -2% | -$10.1K | 0.08% | 119 |
|
|
2022
Q1 | $604K | Sell |
5,405
-210
| -4% | -$23.5K | 0.07% | 146 |
|
|
2021
Q4 | $589K | Sell |
5,615
-630
| -10% | -$66.1K | 0.06% | 148 |
|
|
2021
Q3 | $609K | Sell |
6,245
-861
| -12% | -$84K | 0.07% | 151 |
|
|
2021
Q2 | $702K | Buy |
7,106
+17
| +0.2% | +$1.68K | 0.09% | 148 |
|
|
2021
Q1 | $684K | Buy |
7,089
+26
| +0.4% | +$2.51K | 0.14% | 125 |
|
|
2020
Q4 | $647K | Buy |
7,063
+813
| +13% | +$74.5K | 0.14% | 129 |
|
|
2020
Q3 | $553K | Sell |
6,250
-200
| -3% | -$17.7K | 0.09% | 141 |
|
|
2020
Q2 | $515K | Sell |
6,450
-900
| -12% | -$71.9K | 0.09% | 147 |
|
|
2020
Q1 | $594K | Buy |
7,350
+150
| +2% | +$12.1K | 0.13% | 132 |
|
|
2019
Q4 | $657K | Sell |
7,200
-1,000
| -12% | -$91.3K | 0.1% | 141 |
|
|
2019
Q3 | $786K | Buy |
8,200
+300
| +4% | +$28.8K | 0.14% | 125 |
|
|
2019
Q2 | $697K | Sell |
7,900
-17,850
| -69% | -$1.57M | 0.1% | 158 |
|
|
2019
Q1 | $2.32M | Sell |
25,750
-4,100
| -14% | -$369K | 0.43% | 83 |
|
|
2018
Q4 | $2.58M | Buy |
29,850
+600
| +2% | +$51.8K | 0.53% | 67 |
|
|
2018
Q3 | $2.34M | Sell |
29,250
-1,460
| -5% | -$117K | 0.41% | 78 |
|
|
2018
Q2 | $2.43M | Sell |
30,710
-6,285
| -17% | -$497K | 0.44% | 78 |
|
|
2018
Q1 | $2.87M | Sell |
36,995
-14,830
| -29% | -$1.15M | 0.54% | 66 |
|
|
2017
Q4 | $4.36M | Buy |
+51,825
| New | +$4.36M | 0.8% | 35 |
|