Wealth Group’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 | $2.83M | Sell |
23,942
-2,840
| -11% | -$335K | 2.8% | 10 |
|
|
2025
Q1 | $3.27M | Buy |
26,782
+3,921
| +17% | +$478K | 2.12% | 10 |
|
|
2024
Q4 | $2.46M | Sell |
22,861
-29
| -0.1% | -$3.12K | 1.59% | 13 |
|
|
2024
Q3 | $2.64M | Buy |
22,890
+205
| +0.9% | +$23.6K | 1.77% | 12 |
|
|
2024
Q2 | $2.27M | Sell |
22,685
-77
| -0.3% | -$7.72K | 1.63% | 12 |
|
|
2024
Q1 | $2.2M | Buy |
+22,762
| New | +$2.2M | 1.66% | 13 |
|