U.S. Capital 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 | $919K | Sell |
7,792
-920
| -11% | -$109K | 0.03% | 441 |
|
|
2025
Q1 | $1.06M | Sell |
8,712
-550
| -6% | -$67.1K | 0.03% | 415 |
|
|
2024
Q4 | $998K | Buy |
9,262
+1,849
| +25% | +$199K | 0.03% | 421 |
|
|
2024
Q3 | $855K | Sell |
7,413
-90
| -1% | -$10.4K | 0.03% | 375 |
|
|
2024
Q2 | $752K | Sell |
7,503
-612
| -8% | -$61.3K | 0.03% | 379 |
|
|
2024
Q1 | $785K | Sell |
8,115
-21,978
| -73% | -$2.13M | 0.03% | 385 |
|
|
2023
Q4 | $2.92M | Sell |
30,093
-28,199
| -48% | -$2.74M | 0.12% | 173 |
|
|
2023
Q3 | $5.14M | Sell |
58,292
-376
| -0.6% | -$33.2K | 0.23% | 100 |
|
|
2023
Q2 | $5.26M | Sell |
58,668
-123
| -0.2% | -$11K | 0.25% | 95 |
|
|
2023
Q1 | $5.67M | Sell |
58,791
-3,821
| -6% | -$369K | 0.26% | 88 |
|
|
2022
Q4 | $6.45M | Sell |
62,612
-70,208
| -53% | -$7.23M | 0.3% | 74 |
|
|
2022
Q3 | $12.4M | Buy |
132,820
+17,086
| +15% | +$1.59M | 0.63% | 26 |
|
|
2022
Q2 | $12.4M | Buy |
115,734
+112,523
| +3,504% | +$12.1M | 0.54% | 32 |
|
|
2022
Q1 | $359K | Buy |
3,211
+1,091
| +51% | +$122K | 0.01% | 568 |
|
|
2021
Q4 | $222K | Buy |
+2,120
| New | +$222K | 0.01% | 664 |
|