Valued 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 | $1.08K | Hold |
9
| – | – | ﹤0.01% | 438 |
|
|
2025
Q1 | $1.11K | Hold |
9
| – | – | ﹤0.01% | 469 |
|
|
2024
Q4 | $970 | Hold |
9
| – | – | ﹤0.01% | 481 |
|
|
2024
Q3 | $1.04K | Hold |
9
| – | – | ﹤0.01% | 448 |
|
|
2024
Q2 | $903 | Hold |
9
| – | – | ﹤0.01% | 450 |
|
|
2024
Q1 | $871 | Buy |
9
+1
| +13% | +$97 | ﹤0.01% | 450 |
|
|
2023
Q4 | $707 | Buy |
+8
| New | +$707 | ﹤0.01% | 403 |
|