WAM
WFA Asset Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.6K | Buy |
345
+2
| +0.6% | +$200 | 0.02% | 115 |
|
|
2025
Q1 | $33.2K | Sell |
343
-5
| -1% | -$483 | 0.02% | 127 |
|
|
2024
Q4 | $37.5K | Buy |
348
+1
| +0.3% | +$108 | 0.02% | 129 |
|
|
2024
Q3 | $40K | Buy |
347
+2
| +0.6% | +$230 | 0.02% | 115 |
|
|
2024
Q2 | $34.6K | Buy |
345
+2
| +0.6% | +$200 | 0.02% | 116 |
|
|
2024
Q1 | $33.2K | Buy |
343
+2
| +0.6% | +$193 | 0.02% | 128 |
|
|
2023
Q4 | $33.1K | Sell |
341
-776
| -69% | -$75.3K | 0.02% | 117 |
|
|
2023
Q3 | $98.6K | Buy |
1,117
+8
| +0.7% | +$706 | 0.06% | 69 |
|
|
2023
Q2 | $99.5K | Buy |
1,109
+9
| +0.8% | +$807 | 0.06% | 72 |
|
|
2023
Q1 | $106K | Buy |
1,100
+8
| +0.7% | +$772 | 0.07% | 70 |
|
|
2022
Q4 | $113K | Buy |
1,092
+191
| +21% | +$19.7K | 0.07% | 68 |
|
|
2022
Q3 | $83.8K | Buy |
901
+162
| +22% | +$15.1K | 0.06% | 71 |
|
|
2022
Q2 | $79.2K | Hold |
739
| – | – | 0.06% | 76 |
|
|
2022
Q1 | $82.5K | Hold |
739
| – | – | 0.05% | 76 |
|
|
2021
Q4 | $77.5K | Buy |
+739
| New | +$77.5K | 0.05% | 75 |
|