WDG
Wealth Dimensions Group’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
14,389
-68
| -0.5% | -$8.02K | 0.37% | 38 |
|
|
2025
Q1 | $1.76M | Sell |
14,457
-56
| -0.4% | -$6.83K | 0.42% | 34 |
|
|
2024
Q4 | $1.56M | Buy |
14,513
+53
| +0.4% | +$5.71K | 0.38% | 37 |
|
|
2024
Q3 | $1.67M | Sell |
14,460
-99
| -0.7% | -$11.4K | 0.42% | 35 |
|
|
2024
Q2 | $1.46M | Buy |
14,559
+197
| +1% | +$19.7K | 0.42% | 34 |
|
|
2024
Q1 | $1.39M | Buy |
14,362
+136
| +1% | +$13.2K | 0.41% | 36 |
|
|
2023
Q4 | $1.38M | Sell |
14,226
-296
| -2% | -$28.7K | 0.44% | 35 |
|
|
2023
Q3 | $1.28M | Buy |
14,522
+1,116
| +8% | +$98.5K | 0.47% | 36 |
|
|
2023
Q2 | $1.2M | Buy |
13,406
+1,140
| +9% | +$102K | 0.44% | 37 |
|
|
2023
Q1 | $1.18M | Sell |
12,266
-151
| -1% | -$14.6K | 0.46% | 33 |
|
|
2022
Q4 | $1.28M | Buy |
12,417
+723
| +6% | +$74.5K | 0.52% | 33 |
|
|
2022
Q3 | $1.09M | Sell |
11,694
-7
| -0.1% | -$651 | 0.54% | 30 |
|
|
2022
Q2 | $1.26M | Buy |
11,701
+7
| +0.1% | +$751 | 0.6% | 29 |
|
|
2022
Q1 | $1.31M | Sell |
11,694
-68
| -0.6% | -$7.59K | 0.6% | 28 |
|
|
2021
Q4 | $1.23M | Sell |
11,762
-156
| -1% | -$16.4K | 0.6% | 26 |
|
|
2021
Q3 | $1.16M | Buy |
11,918
+108
| +0.9% | +$10.5K | 0.74% | 24 |
|
|
2021
Q2 | $1.17M | Sell |
11,810
-10
| -0.1% | -$987 | 0.79% | 23 |
|
|
2021
Q1 | $1.14M | Buy |
11,820
+15
| +0.1% | +$1.45K | 0.89% | 22 |
|
|
2020
Q4 | $1.08M | Buy |
+11,805
| New | +$1.08M | 0.93% | 22 |
|