Wealthspire Advisors (New York)’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 | $2.68M | Sell |
22,729
-32
| -0.1% | -$3.78K | 0.02% | 238 |
|
|
2025
Q1 | $2.78M | Sell |
22,761
-1,377
| -6% | -$168K | 0.02% | 227 |
|
|
2024
Q4 | $2.6M | Sell |
24,138
-1,488
| -6% | -$160K | 0.03% | 213 |
|
|
2024
Q3 | $2.95M | Sell |
25,626
-644
| -2% | -$74.3K | 0.03% | 189 |
|
|
2024
Q2 | $2.63M | Sell |
26,270
-277
| -1% | -$27.8K | 0.03% | 169 |
|
|
2024
Q1 | $2.57M | Sell |
26,547
-1,214
| -4% | -$117K | 0.03% | 168 |
|
|
2023
Q4 | $2.69M | Buy |
27,761
+4,605
| +20% | +$447K | 0.04% | 153 |
|
|
2023
Q3 | $2.04M | Buy |
23,156
+12,441
| +116% | +$1.1M | 0.03% | 170 |
|
|
2023
Q2 | $962K | Sell |
10,715
-358
| -3% | -$32.1K | 0.02% | 253 |
|
|
2023
Q1 | $1.07M | Sell |
11,073
-429
| -4% | -$41.4K | 0.02% | 232 |
|
|
2022
Q4 | $1.18M | Buy |
11,502
+2,413
| +27% | +$249K | 0.02% | 230 |
|
|
2022
Q3 | $845K | Buy |
9,089
+24
| +0.3% | +$2.23K | 0.02% | 248 |
|
|
2022
Q2 | $972K | Buy |
9,065
+1,241
| +16% | +$133K | 0.02% | 213 |
|
|
2022
Q1 | $874K | Sell |
7,824
-4,462
| -36% | -$498K | 0.02% | 204 |
|
|
2021
Q4 | $1.29M | Sell |
12,286
-5,022
| -29% | -$527K | 0.03% | 196 |
|
|
2021
Q3 | $1.69M | Buy |
17,308
+12,382
| +251% | +$1.21M | 0.04% | 183 |
|
|
2021
Q2 | $486K | Sell |
4,926
-11,743
| -70% | -$1.16M | 0.01% | 228 |
|
|
2021
Q1 | $1.61M | Buy |
16,669
+4,804
| +40% | +$464K | 0.04% | 199 |
|
|
2020
Q4 | $1.09M | Buy |
11,865
+6,337
| +115% | +$580K | 0.03% | 198 |
|
|
2020
Q3 | $490K | Sell |
5,528
-609
| -10% | -$54K | 0.03% | 182 |
|
|
2020
Q2 | $490K | Sell |
6,137
-6,344
| -51% | -$507K | 0.03% | 155 |
|
|
2020
Q1 | $1.01M | Buy |
12,481
+8,815
| +240% | +$713K | 0.04% | 197 |
|
|
2019
Q4 | $334K | Buy |
3,666
+1,431
| +64% | +$130K | 0.02% | 139 |
|
|
2019
Q3 | $214K | Buy |
+2,235
| New | +$214K | 0.02% | 150 |
|
|
2019
Q1 | – | Sell |
-497
| Closed | -$43K | – | 248 |
|
|
2018
Q4 | $43K | Buy |
+497
| New | +$43K | ﹤0.01% | 205 |
|