WealthShield 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 | $3M | Buy |
25,453
+80
| +0.3% | +$9.44K | 0.36% | 76 |
|
|
2025
Q1 | $3.09M | Buy |
25,373
+5,837
| +30% | +$712K | 0.4% | 70 |
|
|
2024
Q4 | $2.1M | Sell |
19,536
-187
| -0.9% | -$20.1K | 0.3% | 95 |
|
|
2024
Q3 | $2.27M | Sell |
19,723
-707
| -3% | -$81.5K | 0.31% | 99 |
|
|
2024
Q2 | $2.05M | Buy |
20,430
+2,546
| +14% | +$255K | 0.31% | 89 |
|
|
2024
Q1 | $1.73M | Sell |
17,884
-923
| -5% | -$89.3K | 0.28% | 104 |
|
|
2023
Q4 | $1.83M | Sell |
18,807
-315
| -2% | -$30.6K | 0.3% | 95 |
|
|
2023
Q3 | $1.69M | Buy |
19,122
+245
| +1% | +$21.6K | 0.25% | 107 |
|
|
2023
Q2 | $1.69M | Buy |
18,877
+148
| +0.8% | +$13.3K | 0.26% | 103 |
|
|
2023
Q1 | $1.81M | Buy |
18,729
+442
| +2% | +$42.6K | 0.29% | 92 |
|
|
2022
Q4 | $1.88M | Sell |
18,287
-35
| -0.2% | -$3.61K | 0.36% | 76 |
|
|
2022
Q3 | $1.7M | Buy |
18,322
+33
| +0.2% | +$3.07K | 0.34% | 79 |
|
|
2022
Q2 | $1.96M | Sell |
18,289
-3,039
| -14% | -$326K | 0.39% | 67 |
|
|
2022
Q1 | $2.38M | Sell |
21,328
-617
| -3% | -$68.9K | 0.38% | 64 |
|
|
2021
Q4 | $2.3M | Buy |
21,945
+650
| +3% | +$68.2K | 0.38% | 61 |
|
|
2021
Q3 | $2.08M | Buy |
21,295
+5,687
| +36% | +$555K | 0.56% | 47 |
|
|
2021
Q2 | $1.54M | Sell |
15,608
-3,567
| -19% | -$352K | 0.24% | 76 |
|
|
2021
Q1 | $1.85M | Buy |
19,175
+142
| +0.7% | +$13.7K | 0.33% | 72 |
|
|
2020
Q4 | $1.74M | Buy |
19,033
+188
| +1% | +$17.2K | 0.32% | 71 |
|
|
2020
Q3 | $1.67M | Buy |
18,845
+11,845
| +169% | +$1.05M | 0.58% | 47 |
|
|
2020
Q2 | $559K | Sell |
7,000
-110
| -2% | -$8.78K | 0.26% | 93 |
|
|
2020
Q1 | $575K | Buy |
7,110
+1,160
| +19% | +$93.8K | 0.35% | 69 |
|
|
2019
Q4 | $543K | Sell |
5,950
-200
| -3% | -$18.3K | 0.26% | 83 |
|
|
2019
Q3 | $590K | Buy |
6,150
+238
| +4% | +$22.8K | 0.31% | 71 |
|
|
2019
Q2 | $522K | Sell |
5,912
-487
| -8% | -$43K | 0.3% | 73 |
|
|
2019
Q1 | $576K | Hold |
6,399
| – | – | 0.32% | 63 |
|
|
2018
Q4 | $552K | Buy |
6,399
+2,268
| +55% | +$196K | 0.38% | 52 |
|
|
2018
Q3 | $331K | Buy |
4,131
+1
| +0% | +$80 | 0.19% | 84 |
|
|
2018
Q2 | $327K | Sell |
4,130
-11
| -0.3% | -$871 | 0.2% | 80 |
|
|
2018
Q1 | $321K | Sell |
4,141
-237
| -5% | -$18.4K | 0.2% | 79 |
|
|
2017
Q4 | $366K | Buy |
+4,378
| New | +$366K | 0.22% | 82 |
|