West Michigan Advisors’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 | $879K | Buy |
7,446
+903
| +14% | +$107K | 0.25% | 79 |
|
|
2025
Q1 | $798K | Buy |
6,543
+3,389
| +107% | +$413K | 0.26% | 69 |
|
|
2024
Q4 | $340K | Buy |
3,154
+499
| +19% | +$53.8K | 0.1% | 133 |
|
|
2024
Q3 | $306K | Sell |
2,655
-5
| -0.2% | -$577 | 0.09% | 142 |
|
|
2024
Q2 | $267K | Sell |
2,660
-671
| -20% | -$67.3K | 0.08% | 151 |
|
|
2024
Q1 | $322K | Buy |
3,331
+228
| +7% | +$22.1K | 0.1% | 126 |
|
|
2023
Q4 | $301K | Buy |
3,103
+210
| +7% | +$20.4K | 0.11% | 112 |
|
|
2023
Q3 | $255K | Sell |
2,893
-380
| -12% | -$33.5K | 0.14% | 118 |
|
|
2023
Q2 | $294K | Buy |
3,273
+200
| +7% | +$17.9K | 0.12% | 149 |
|
|
2023
Q1 | $296K | Buy |
3,073
+805
| +35% | +$77.7K | 0.17% | 100 |
|
|
2022
Q4 | $234K | Buy |
2,268
+20
| +0.9% | +$2.06K | 0.17% | 98 |
|
|
2022
Q3 | $210K | Hold |
2,248
| – | – | 0.18% | 96 |
|
|
2022
Q2 | $241K | Buy |
2,248
+285
| +15% | +$30.6K | 0.21% | 92 |
|
|
2022
Q1 | $219K | Sell |
1,963
-215
| -10% | -$24K | 0.15% | 117 |
|
|
2021
Q4 | $228K | Buy |
+2,178
| New | +$228K | 0.17% | 110 |
|