WCG 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 | $1.56M | Buy |
+13,234
| New | +$1.56M | 0.1% | 180 |
|
|
2025
Q1 | – | Sell |
-10,113
| Closed | -$1.09M | – | 300 |
|
|
2024
Q4 | $1.09M | Sell |
10,113
-340
| -3% | -$36.6K | 0.07% | 205 |
|
|
2024
Q3 | $1.21M | Buy |
+10,453
| New | +$1.21M | 0.08% | 207 |
|
|
2022
Q4 | – | Sell |
-1,968
| Closed | -$208K | – | 184 |
|
|
2022
Q3 | $208K | Buy |
1,968
+33
| +2% | +$3.49K | 0.03% | 273 |
|
|
2022
Q2 | $207K | Buy |
+1,935
| New | +$207K | 0.03% | 259 |
|