WealthPlan Investment Management’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 | $583K | Sell |
4,941
-140
| -3% | -$16.5K | 0.04% | 222 |
|
|
2025
Q1 | $620K | Sell |
5,081
-29
| -0.6% | -$3.54K | 0.06% | 156 |
|
|
2024
Q4 | $551K | Buy |
5,110
+1,959
| +62% | +$211K | 0.05% | 162 |
|
|
2024
Q3 | $363K | Hold |
3,151
| – | – | 0.04% | 181 |
|
|
2024
Q2 | $316K | Hold |
3,151
| – | – | 0.05% | 146 |
|
|
2024
Q1 | $305K | Hold |
3,151
| – | – | 0.05% | 153 |
|
|
2023
Q4 | $306K | Sell |
3,151
-333
| -10% | -$32.3K | 0.05% | 150 |
|
|
2023
Q3 | $307K | Buy |
3,484
+3,415
| +4,949% | +$301K | 0.05% | 140 |
|
|
2023
Q2 | $6.19K | Sell |
69
-3,082
| -98% | -$277K | ﹤0.01% | 290 |
|
|
2023
Q1 | $304K | Sell |
3,151
-5,050
| -62% | -$487K | 0.05% | 139 |
|
|
2022
Q4 | $820K | Buy |
8,201
+1,207
| +17% | +$121K | 0.06% | 190 |
|
|
2022
Q3 | $696K | Buy |
+6,994
| New | +$696K | 0.05% | 199 |
|
|
2022
Q1 | $783K | Buy |
+7,110
| New | +$783K | 0.05% | 195 |
|