Wealth Quarterback’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 | $305K | Buy |
2,587
+137
| +6% | +$16.2K | 0.14% | 109 |
|
|
2025
Q1 | $299K | Buy |
2,450
+14
| +0.6% | +$1.71K | 0.17% | 98 |
|
|
2024
Q4 | $262K | Buy |
2,436
+15
| +0.6% | +$1.62K | 0.12% | 100 |
|
|
2024
Q3 | $279K | Sell |
2,421
-31
| -1% | -$3.57K | 0.15% | 101 |
|
|
2024
Q2 | $246K | Sell |
2,452
-41
| -2% | -$4.11K | 0.14% | 99 |
|
|
2024
Q1 | $241K | Buy |
2,493
+118
| +5% | +$11.4K | 0.13% | 99 |
|
|
2023
Q4 | $230K | Sell |
2,375
-53
| -2% | -$5.14K | 0.14% | 102 |
|
|
2023
Q3 | $214K | Sell |
2,428
-298
| -11% | -$26.3K | 0.19% | 100 |
|
|
2023
Q2 | $245K | Sell |
2,726
-19
| -0.7% | -$1.71K | 0.17% | 96 |
|
|
2023
Q1 | $265K | Sell |
2,745
-4,129
| -60% | -$398K | 0.22% | 87 |
|
|
2022
Q4 | $708K | Buy |
6,874
+4,500
| +190% | +$463K | 0.59% | 38 |
|
|
2022
Q3 | $221K | Buy |
2,374
+15
| +0.6% | +$1.4K | 0.24% | 93 |
|
|
2022
Q2 | $253K | Buy |
+2,359
| New | +$253K | 0.2% | 94 |
|
|
2021
Q3 | $220K | Buy |
5,950
+3,685
| +163% | +$136K | 0.15% | 104 |
|
|
2021
Q2 | $224K | Buy |
+2,265
| New | +$224K | 0.14% | 106 |
|
|
2020
Q4 | $227K | Sell |
2,477
-3,315
| -57% | -$304K | 0.19% | 98 |
|
|
2020
Q3 | $463K | Hold |
5,792
| – | – | 0.42% | 62 |
|
|
2020
Q2 | $463K | Sell |
5,792
-215
| -4% | -$17.2K | 0.42% | 62 |
|
|
2020
Q1 | $480K | Sell |
6,007
-3,345
| -36% | -$267K | 0.44% | 50 |
|
|
2019
Q4 | $593K | Buy |
+9,352
| New | +$593K | 0.52% | 44 |
|