Vantage Financial Partners (Wisconsin)’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 | $267K | Sell |
2,263
-7
| -0.3% | -$826 | 0.06% | 168 |
|
|
2025
Q1 | $277K | Sell |
2,270
-19
| -0.8% | -$2.32K | 0.07% | 147 |
|
|
2024
Q4 | $247K | Sell |
2,289
-23
| -1% | -$2.48K | 0.06% | 149 |
|
|
2024
Q3 | $267K | Buy |
2,312
+10
| +0.4% | +$1.15K | 0.07% | 149 |
|
|
2024
Q2 | $231K | Sell |
2,302
-261
| -10% | -$26.2K | 0.06% | 129 |
|
|
2024
Q1 | $248K | Buy |
2,563
+15
| +0.6% | +$1.45K | 0.07% | 123 |
|
|
2023
Q4 | $247K | Sell |
2,548
-129
| -5% | -$12.5K | 0.07% | 110 |
|
|
2023
Q3 | $236K | Buy |
2,677
+31
| +1% | +$2.74K | 0.09% | 68 |
|
|
2023
Q2 | $237K | Sell |
2,646
-85
| -3% | -$7.63K | 0.09% | 68 |
|
|
2023
Q1 | $263K | Sell |
2,731
-39
| -1% | -$3.76K | 0.1% | 66 |
|
|
2022
Q4 | $285K | Buy |
2,770
+13
| +0.5% | +$1.34K | 0.17% | 45 |
|
|
2022
Q3 | $256K | Buy |
2,757
+13
| +0.5% | +$1.21K | 0.17% | 42 |
|
|
2022
Q2 | $294K | Buy |
2,744
+13
| +0.5% | +$1.39K | 0.17% | 41 |
|
|
2022
Q1 | $305K | Buy |
2,731
+739
| +37% | +$82.5K | 0.16% | 43 |
|
|
2021
Q4 | $209K | Buy |
+1,992
| New | +$209K | 0.08% | 55 |
|