WFA of San Diego’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 | $128K | Buy |
+1,087
| New | +$128K | 0.09% | 122 |
|
|
2024
Q3 | $127K | Hold |
1,099
| – | – | 0.11% | 115 |
|
|
2024
Q2 | $110K | Buy |
+1,099
| New | +$110K | 0.1% | 116 |
|
|
2023
Q3 | $104K | Hold |
1,174
| – | – | 0.11% | 112 |
|
|
2023
Q2 | $105K | Buy |
+1,174
| New | +$105K | 0.1% | 111 |
|
|
2023
Q1 | – | Sell |
-1,174
| Closed | -$121K | – | 154 |
|
|
2022
Q4 | $121K | Buy |
+1,174
| New | +$121K | 0.09% | 122 |
|
|
2022
Q3 | – | Sell |
-972
| Closed | -$104K | – | 163 |
|
|
2022
Q2 | $104K | Buy |
+972
| New | +$104K | 0.09% | 114 |
|
|
2022
Q1 | – | Sell |
-1,174
| Closed | -$123K | – | 104 |
|
|
2021
Q4 | $123K | Buy |
+1,174
| New | +$123K | 0.07% | 150 |
|
|
2020
Q3 | – | Sell |
-6,228
| Closed | -$582K | – | 113 |
|
|
2020
Q2 | $582K | Buy |
+6,228
| New | +$582K | 0.14% | 142 |
|