Trueblood 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 | $497K | Buy |
4,216
+4
| +0.1% | +$472 | 0.21% | 140 |
|
|
2025
Q1 | $514K | Sell |
4,212
-65
| -2% | -$7.93K | 0.24% | 129 |
|
|
2024
Q4 | $461K | Sell |
4,277
-125
| -3% | -$13.5K | 0.23% | 139 |
|
|
2024
Q3 | $508K | Sell |
4,402
-37
| -0.8% | -$4.27K | 0.25% | 124 |
|
|
2024
Q2 | $445K | Sell |
4,439
-76
| -2% | -$7.62K | 0.25% | 120 |
|
|
2024
Q1 | $437K | Buy |
4,515
+100
| +2% | +$9.67K | 0.25% | 115 |
|
|
2023
Q4 | $428K | Buy |
+4,415
| New | +$428K | 0.27% | 113 |
|