Visionary Horizons’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 | $761K | Sell |
6,446
-310
| -5% | -$36.6K | 0.48% | 38 |
|
|
2025
Q1 | $824K | Sell |
6,756
-1,247
| -16% | -$152K | 0.58% | 29 |
|
|
2024
Q4 | $862K | Sell |
8,003
-456
| -5% | -$49.1K | 0.57% | 25 |
|
|
2024
Q3 | $975K | Sell |
8,459
-25
| -0.3% | -$2.88K | 0.65% | 22 |
|
|
2024
Q2 | $850K | Sell |
8,484
-49
| -0.6% | -$4.91K | 0.62% | 23 |
|
|
2024
Q1 | $810K | Sell |
8,533
-58
| -0.7% | -$5.5K | 0.63% | 25 |
|
|
2023
Q4 | $834K | Buy |
+8,591
| New | +$834K | 0.68% | 18 |
|