Visionary 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 | $7.3M | Buy |
61,849
+55,534
| +879% | +$6.55M | 0.37% | 77 |
|
|
2025
Q1 | $770K | Buy |
6,315
+68
| +1% | +$8.29K | 0.05% | 285 |
|
|
2024
Q4 | $673K | Sell |
6,247
-69
| -1% | -$7.43K | 0.04% | 308 |
|
|
2024
Q3 | $728K | Buy |
6,316
+102
| +2% | +$11.8K | 0.04% | 295 |
|
|
2024
Q2 | $623K | Buy |
6,214
+209
| +3% | +$20.9K | 0.04% | 297 |
|
|
2024
Q1 | $581K | Sell |
6,005
-30
| -0.5% | -$2.9K | 0.04% | 303 |
|
|
2023
Q4 | $586K | Hold |
6,035
| – | – | 0.04% | 291 |
|
|
2023
Q3 | $533K | Sell |
6,035
-41
| -0.7% | -$3.62K | 0.04% | 286 |
|
|
2023
Q2 | $545K | Buy |
6,076
+84
| +1% | +$7.54K | 0.04% | 281 |
|
|
2023
Q1 | $578K | Buy |
5,992
+1,044
| +21% | +$101K | 0.05% | 260 |
|
|
2022
Q4 | $510K | Buy |
4,948
+67
| +1% | +$6.91K | 0.05% | 236 |
|
|
2022
Q3 | $454K | Buy |
4,881
+16
| +0.3% | +$1.49K | 0.05% | 238 |
|
|
2022
Q2 | $522K | Sell |
4,865
-12
| -0.2% | -$1.29K | 0.05% | 234 |
|
|
2022
Q1 | $545K | Buy |
4,877
+12
| +0.2% | +$1.34K | 0.04% | 240 |
|
|
2021
Q4 | $510K | Hold |
4,865
| – | – | 0.04% | 230 |
|
|
2021
Q3 | $475K | Sell |
4,865
-35
| -0.7% | -$3.42K | 0.05% | 193 |
|
|
2021
Q2 | $484K | Sell |
4,900
-333
| -6% | -$32.9K | 0.05% | 204 |
|
|
2021
Q1 | $505K | Sell |
5,233
-160
| -3% | -$15.4K | 0.05% | 197 |
|
|
2020
Q4 | $494K | Buy |
5,393
+68
| +1% | +$6.23K | 0.06% | 185 |
|
|
2020
Q3 | $472K | Buy |
5,325
+547
| +11% | +$48.5K | 0.07% | 161 |
|
|
2020
Q2 | $382K | Sell |
4,778
-9
| -0.2% | -$720 | 0.06% | 160 |
|
|
2020
Q1 | $387K | Buy |
4,787
+627
| +15% | +$50.7K | 0.07% | 139 |
|
|
2019
Q4 | $380K | Buy |
+4,160
| New | +$380K | 0.07% | 144 |
|