Trifecta Capital Advisors’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 | $36.6K | Buy |
310
+297
| +2,285% | +$35K | 0.01% | 186 |
|
|
2025
Q1 | $1.59K | Hold |
13
| – | – | ﹤0.01% | 331 |
|
|
2024
Q4 | $1.4K | Hold |
13
| – | – | ﹤0.01% | 341 |
|
|
2024
Q3 | $1.5K | Hold |
13
| – | – | ﹤0.01% | 344 |
|
|
2024
Q2 | $1.3K | Hold |
13
| – | – | ﹤0.01% | 358 |
|
|
2024
Q1 | $1.26K | Hold |
13
| – | – | ﹤0.01% | 357 |
|
|
2023
Q4 | $1.26K | Sell |
13
-14
| -52% | -$1.36K | ﹤0.01% | 376 |
|
|
2023
Q3 | $2.38K | Hold |
27
| – | – | ﹤0.01% | 285 |
|
|
2023
Q2 | $2.42K | Sell |
27
-2
| -7% | -$179 | ﹤0.01% | 285 |
|
|
2023
Q1 | $2.8K | Hold |
29
| – | – | ﹤0.01% | 269 |
|
|
2022
Q4 | $2.99K | Buy |
+29
| New | +$2.99K | ﹤0.01% | 258 |
|