Tyche 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 | $577K | Sell |
4,888
-245
| -5% | -$28.9K | 0.12% | 141 |
|
|
2025
Q1 | $626K | Buy |
5,133
+315
| +7% | +$38.4K | 0.14% | 112 |
|
|
2024
Q4 | $519K | Hold |
4,818
| – | – | 0.11% | 154 |
|
|
2024
Q3 | $555K | Buy |
4,818
+6
| +0.1% | +$692 | 0.13% | 121 |
|
|
2024
Q2 | $482K | Sell |
4,812
-25
| -0.5% | -$2.51K | 0.12% | 135 |
|
|
2024
Q1 | $468K | Hold |
4,837
| – | – | 0.11% | 147 |
|
|
2023
Q4 | $469K | Buy |
+4,837
| New | +$469K | 0.11% | 151 |
|