Tyler-Stone 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 | $279K | Sell |
2,360
-95
| -4% | -$11.2K | 0.04% | 279 |
|
|
2025
Q1 | $299K | Sell |
2,455
-135
| -5% | -$16.5K | 0.05% | 256 |
|
|
2024
Q4 | $279K | Buy |
2,590
+2
| +0.1% | +$215 | 0.05% | 264 |
|
|
2024
Q3 | $298K | Buy |
2,588
+1,175
| +83% | +$135K | 0.06% | 249 |
|
|
2024
Q2 | $142K | Buy |
1,413
+3
| +0.2% | +$301 | 0.06% | 236 |
|
|
2024
Q1 | $136K | Buy |
1,410
+177
| +14% | +$17.1K | 0.06% | 239 |
|
|
2023
Q4 | $120K | Buy |
1,233
+3
| +0.2% | +$291 | 0.06% | 242 |
|
|
2023
Q3 | $109K | Hold |
1,230
| – | – | 0.06% | 238 |
|
|
2023
Q2 | $110K | Buy |
+1,230
| New | +$110K | 0.06% | 241 |
|
|
2022
Q4 | $127K | Hold |
1,230
| – | – | 0.09% | 203 |
|
|
2022
Q3 | $114K | Sell |
1,230
-1,155
| -48% | -$107K | 0.09% | 200 |
|
|
2022
Q2 | $256K | Hold |
2,385
| – | – | 0.17% | 121 |
|
|
2022
Q1 | $266K | Sell |
2,385
-400
| -14% | -$44.6K | 0.15% | 140 |
|
|
2021
Q4 | $292K | Buy |
+2,785
| New | +$292K | 0.15% | 136 |
|