Wealthcare Advisory Partners’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 | $1.87M | Buy |
15,810
+130
| +0.8% | +$15.3K | 0.04% | 341 |
|
|
2025
Q1 | $1.91M | Buy |
15,680
+1,109
| +8% | +$135K | 0.05% | 291 |
|
|
2024
Q4 | $1.57M | Sell |
14,571
-412
| -3% | -$44.4K | 0.04% | 323 |
|
|
2024
Q3 | $1.73M | Buy |
14,983
+1,281
| +9% | +$148K | 0.05% | 298 |
|
|
2024
Q2 | $1.37M | Buy |
13,702
+617
| +5% | +$61.8K | 0.04% | 310 |
|
|
2024
Q1 | $1.27M | Buy |
13,085
+1,985
| +18% | +$192K | 0.04% | 319 |
|
|
2023
Q4 | $1.08M | Buy |
11,100
+860
| +8% | +$83.5K | 0.04% | 303 |
|
|
2023
Q3 | $904K | Buy |
10,240
+818
| +9% | +$72.2K | 0.04% | 295 |
|
|
2023
Q2 | $846K | Buy |
9,422
+289
| +3% | +$25.9K | 0.04% | 322 |
|
|
2023
Q1 | $881K | Buy |
9,133
+411
| +5% | +$39.7K | 0.04% | 315 |
|
|
2022
Q4 | $898K | Sell |
8,722
-681
| -7% | -$70.1K | 0.04% | 295 |
|
|
2022
Q3 | $875K | Buy |
9,403
+4,592
| +95% | +$427K | 0.05% | 256 |
|
|
2022
Q2 | $516K | Buy |
4,811
+735
| +18% | +$78.8K | 0.03% | 321 |
|
|
2022
Q1 | $455K | Buy |
4,076
+1,354
| +50% | +$151K | 0.03% | 326 |
|
|
2021
Q4 | $286K | Buy |
2,722
+380
| +16% | +$39.9K | 0.02% | 455 |
|
|
2021
Q3 | $229K | Buy |
+2,342
| New | +$229K | 0.02% | 488 |
|
|
2021
Q2 | – | Sell |
-1,729
| Closed | -$167K | – | 874 |
|
|
2021
Q1 | $167K | Buy |
+1,729
| New | +$167K | 0.01% | 523 |
|
|
2020
Q2 | – | Sell |
-751
| Closed | -$61K | – | 574 |
|
|
2020
Q1 | $61K | Sell |
751
-1,093
| -59% | -$88.8K | 0.01% | 467 |
|
|
2019
Q4 | $168K | Buy |
1,844
+153
| +9% | +$13.9K | 0.02% | 321 |
|
|
2019
Q3 | $162K | Sell |
1,691
-52
| -3% | -$4.98K | 0.02% | 309 |
|
|
2019
Q2 | $154K | Buy |
1,743
+60
| +4% | +$5.3K | 0.02% | 306 |
|
|
2019
Q1 | $152K | Buy |
1,683
+103
| +7% | +$9.3K | 0.03% | 274 |
|
|
2018
Q4 | $136K | Buy |
1,580
+153
| +11% | +$13.2K | 0.03% | 267 |
|
|
2018
Q3 | $114K | Buy |
1,427
+2
| +0.1% | +$160 | 0.02% | 312 |
|
|
2018
Q2 | $113K | Buy |
1,425
+153
| +12% | +$12.1K | 0.02% | 303 |
|
|
2018
Q1 | $99K | Sell |
1,272
-430
| -25% | -$33.5K | 0.02% | 277 |
|
|
2017
Q4 | $143K | Buy |
1,702
+147
| +9% | +$12.4K | 0.04% | 216 |
|
|
2017
Q3 | $131K | Buy |
+1,555
| New | +$131K | 0.04% | 186 |
|