TRUE Private Wealth 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 | $421K | Buy |
3,572
+102
| +3% | +$12K | 0.05% | 167 |
|
|
2025
Q1 | $423K | Buy |
3,470
+170
| +5% | +$20.7K | 0.05% | 145 |
|
|
2024
Q4 | $356K | Sell |
3,300
-42
| -1% | -$4.53K | 0.04% | 162 |
|
|
2024
Q3 | $385K | Sell |
3,342
-63
| -2% | -$7.27K | 0.05% | 143 |
|
|
2024
Q2 | $341K | Sell |
3,405
-206
| -6% | -$20.6K | 0.04% | 206 |
|
|
2024
Q1 | $349K | Sell |
3,611
-6
| -0.2% | -$580 | 0.04% | 212 |
|
|
2023
Q4 | $351K | Buy |
3,617
+209
| +6% | +$20.3K | 0.04% | 203 |
|
|
2023
Q3 | $301K | Buy |
3,408
+848
| +33% | +$74.9K | 0.04% | 191 |
|
|
2023
Q2 | $230K | Buy |
2,560
+281
| +12% | +$25.2K | 0.03% | 212 |
|
|
2023
Q1 | $220K | Buy |
2,279
+5
| +0.2% | +$482 | 0.03% | 209 |
|
|
2022
Q4 | $234K | Buy |
2,274
+61
| +3% | +$6.28K | 0.04% | 195 |
|
|
2022
Q3 | $205K | Sell |
2,213
-8
| -0.4% | -$741 | 0.03% | 202 |
|
|
2022
Q2 | $238K | Buy |
2,221
+137
| +7% | +$14.7K | 0.03% | 193 |
|
|
2022
Q1 | $230K | Buy |
2,084
+13
| +0.6% | +$1.44K | 0.03% | 218 |
|
|
2021
Q4 | $217K | Buy |
+2,071
| New | +$217K | 0.03% | 246 |
|
|
2021
Q1 | – | Sell |
-851
| Closed | -$77K | – | 361 |
|
|
2020
Q4 | $77K | Sell |
851
-97
| -10% | -$8.78K | 0.01% | 306 |
|
|
2020
Q3 | $83K | Buy |
948
+428
| +82% | +$37.5K | 0.01% | 274 |
|
|
2020
Q2 | $41K | Buy |
520
+118
| +29% | +$9.3K | 0.01% | 337 |
|
|
2020
Q1 | $32K | Buy |
402
+225
| +127% | +$17.9K | 0.01% | 331 |
|
|
2019
Q4 | $16K | Buy |
+177
| New | +$16K | ﹤0.01% | 521 |
|
|
2019
Q3 | – | Sell |
-2,083
| Closed | -$183K | – | 358 |
|
|
2019
Q2 | $183K | Buy |
+2,083
| New | +$183K | 0.03% | 204 |
|
|
2019
Q1 | – | Sell |
-2,336
| Closed | -$201K | – | 218 |
|
|
2018
Q4 | $201K | Buy |
2,336
+851
| +57% | +$73.2K | 0.04% | 224 |
|
|
2018
Q3 | $119K | Buy |
+1,485
| New | +$119K | 0.02% | 326 |
|