Twin City Private 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
Q2 | $1.63M | Buy |
13,825
+1,375
| +11% | +$162K | 1.33% | 30 |
|
|
2025
Q1 | $1.52M | Sell |
12,450
-875
| -7% | -$107K | 1.34% | 29 |
|
|
2024
Q4 | $1.44M | Sell |
13,325
-2,080
| -14% | -$224K | 1.27% | 31 |
|
|
2024
Q3 | $1.78M | Sell |
15,405
-930
| -6% | -$107K | 1.54% | 25 |
|
|
2024
Q2 | $1.64M | Sell |
16,335
-588
| -3% | -$58.9K | 1.55% | 26 |
|
|
2024
Q1 | $1.64M | Buy |
+16,923
| New | +$1.64M | 1.61% | 24 |
|