Wealthquest’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 | $421K | Sell |
3,565
-922
| -21% | -$109K | 0.03% | 88 |
|
|
2025
Q1 | $547K | Sell |
4,487
-73
| -2% | -$8.9K | 0.05% | 72 |
|
|
2024
Q4 | $491K | Buy |
4,560
+79
| +2% | +$8.51K | 0.04% | 74 |
|
|
2024
Q3 | $521K | Sell |
4,481
-1,610
| -26% | -$187K | 0.05% | 70 |
|
|
2024
Q2 | $611K | Hold |
6,091
| – | – | 0.07% | 66 |
|
|
2024
Q1 | $589K | Sell |
6,091
-143
| -2% | -$13.8K | 0.06% | 67 |
|
|
2023
Q4 | $605K | Sell |
6,234
-201
| -3% | -$19.5K | 0.07% | 71 |
|
|
2023
Q3 | $568K | Buy |
6,435
+2,315
| +56% | +$204K | 0.07% | 71 |
|
|
2023
Q2 | $370K | Buy |
4,120
+1,838
| +81% | +$165K | 0.04% | 82 |
|
|
2023
Q1 | $220K | Sell |
2,282
-166
| -7% | -$16K | 0.03% | 114 |
|
|
2022
Q4 | $252K | Sell |
2,448
-141
| -5% | -$14.5K | 0.03% | 107 |
|
|
2022
Q3 | $240K | Hold |
2,589
| – | – | 0.03% | 109 |
|
|
2022
Q2 | $277K | Buy |
2,589
+84
| +3% | +$8.99K | 0.04% | 98 |
|
|
2022
Q1 | $262K | Hold |
2,505
| – | – | 0.04% | 119 |
|
|
2021
Q4 | $262K | Buy |
+2,505
| New | +$262K | 0.04% | 119 |
|
|
2021
Q3 | – | Sell |
-2,099
| Closed | -$207K | – | 139 |
|
|
2021
Q2 | $207K | Sell |
2,099
-15
| -0.7% | -$1.48K | 0.04% | 141 |
|
|
2021
Q1 | $204K | Buy |
+2,114
| New | +$204K | 0.04% | 138 |
|
|
2019
Q4 | $334K | Buy |
3,664
+37
| +1% | +$3.37K | 0.1% | 97 |
|
|
2019
Q3 | $347K | Sell |
3,627
-338
| -9% | -$32.3K | 0.12% | 92 |
|
|
2019
Q2 | $349K | Sell |
3,965
-2,186
| -36% | -$192K | 0.13% | 90 |
|
|
2019
Q1 | $553K | Sell |
6,151
-77
| -1% | -$6.92K | 0.21% | 72 |
|
|
2018
Q4 | $537K | Buy |
+6,228
| New | +$537K | 0.22% | 73 |
|
|
2015
Q3 | $305K | Buy |
4,236
+49
| +1% | +$3.53K | 0.55% | 28 |
|
|
2015
Q2 | $296K | Buy |
4,187
+23
| +0.6% | +$1.63K | 0.43% | 31 |
|
|
2015
Q1 | $320K | Buy |
4,164
+21
| +0.5% | +$1.61K | 0.46% | 29 |
|
|
2014
Q4 | $346K | Buy |
+4,143
| New | +$346K | 0.35% | 27 |
|