Western Pacific Wealth 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 | $59.4K | Sell |
504
-279
| -36% | -$32.9K | 0.06% | 127 |
|
|
2025
Q1 | $95.5K | Hold |
783
| – | – | 0.09% | 102 |
|
|
2024
Q4 | $84.3K | Sell |
783
-1,298
| -62% | -$140K | 0.07% | 116 |
|
|
2024
Q3 | $240K | Sell |
2,081
-82
| -4% | -$9.45K | 0.16% | 52 |
|
|
2024
Q2 | $217K | Sell |
2,163
-164
| -7% | -$16.4K | 0.16% | 46 |
|
|
2024
Q1 | $225K | Buy |
2,327
+1
| +0% | +$97 | 0.16% | 45 |
|
|
2023
Q4 | $226K | Buy |
2,326
+657
| +39% | +$63.8K | 0.17% | 42 |
|
|
2023
Q3 | $147K | Buy |
1,669
+211
| +14% | +$18.6K | 0.12% | 54 |
|
|
2023
Q2 | $131K | Buy |
1,458
+191
| +15% | +$17.1K | 0.1% | 62 |
|
|
2023
Q1 | $122K | Buy |
1,267
+87
| +7% | +$8.39K | 0.09% | 70 |
|
|
2022
Q4 | $122K | Buy |
1,180
+285
| +32% | +$29.4K | 0.1% | 64 |
|
|
2022
Q3 | $83K | Buy |
895
+507
| +131% | +$47K | 0.08% | 62 |
|
|
2022
Q2 | $41K | Hold |
388
| – | – | 0.04% | 83 |
|
|
2022
Q1 | $43K | Hold |
388
| – | – | 0.03% | 103 |
|
|
2021
Q4 | $40K | Buy |
+388
| New | +$40K | 0.03% | 123 |
|