Triad 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 | $258K | Sell |
2,190
-241
| -10% | -$28.4K | 0.05% | 240 |
|
|
2025
Q1 | $297K | Buy |
2,431
+328
| +16% | +$40K | 0.09% | 162 |
|
|
2024
Q4 | $227K | Buy |
+2,103
| New | +$227K | 0.08% | 163 |
|
|
2024
Q3 | – | Sell |
-1,916
| Closed | -$192K | – | 279 |
|
|
2024
Q2 | $192K | Buy |
+1,916
| New | +$192K | 0.1% | 96 |
|