Wealth Alliance’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 | $2.16M | Buy |
18,326
+703
| +4% | +$83K | 0.24% | 79 |
|
|
2025
Q1 | $2.15M | Buy |
17,623
+206
| +1% | +$25.1K | 0.26% | 77 |
|
|
2024
Q4 | $1.88M | Sell |
17,417
-251
| -1% | -$27K | 0.22% | 89 |
|
|
2024
Q3 | $2.04M | Sell |
17,668
-5,728
| -24% | -$660K | 0.24% | 78 |
|
|
2024
Q2 | $2.34M | Buy |
23,396
+1,275
| +6% | +$128K | 0.3% | 57 |
|
|
2024
Q1 | $2.14M | Buy |
22,121
+1,255
| +6% | +$121K | 0.28% | 70 |
|
|
2023
Q4 | $2.02M | Buy |
20,866
+4,424
| +27% | +$429K | 0.28% | 66 |
|
|
2023
Q3 | $1.45M | Buy |
16,442
+1,547
| +10% | +$137K | 0.23% | 94 |
|
|
2023
Q2 | $1.34M | Buy |
14,895
+1,141
| +8% | +$102K | 0.2% | 110 |
|
|
2023
Q1 | $1.33M | Buy |
13,754
+489
| +4% | +$47.2K | 0.21% | 100 |
|
|
2022
Q4 | $1.37M | Buy |
13,265
+1,949
| +17% | +$201K | 0.24% | 94 |
|
|
2022
Q3 | $1.05M | Buy |
11,316
+11
| +0.1% | +$1.02K | 0.21% | 109 |
|
|
2022
Q2 | $1.21M | Sell |
11,305
-102
| -0.9% | -$10.9K | 0.23% | 100 |
|
|
2022
Q1 | $1.27M | Buy |
11,407
+1,709
| +18% | +$191K | 0.26% | 85 |
|
|
2021
Q4 | $1.02M | Buy |
9,698
+113
| +1% | +$11.9K | 0.2% | 115 |
|
|
2021
Q3 | $935K | Sell |
9,585
-112
| -1% | -$10.9K | 0.21% | 106 |
|
|
2021
Q2 | $957K | Buy |
9,697
+1,529
| +19% | +$151K | 0.23% | 108 |
|
|
2021
Q1 | $788K | Sell |
8,168
-595
| -7% | -$57.4K | 0.22% | 117 |
|
|
2020
Q4 | $803K | Buy |
8,763
+546
| +7% | +$50K | 0.24% | 109 |
|
|
2020
Q3 | $728K | Buy |
8,217
+357
| +5% | +$31.6K | 0.26% | 94 |
|
|
2020
Q2 | $628K | Buy |
7,860
+128
| +2% | +$10.2K | 0.25% | 102 |
|
|
2020
Q1 | $625K | Buy |
+7,732
| New | +$625K | 0.34% | 84 |
|