White Knight Strategic Wealth 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
Q1 | – | Sell |
-3,700
| Closed | -$399K | – | 83 |
|
|
2024
Q4 | $399K | Buy |
3,700
+1,850
| +100% | +$199K | 0.17% | 83 |
|
|
2024
Q3 | $213K | Sell |
1,850
-1,865
| -50% | -$215K | 0.19% | 78 |
|
|
2024
Q2 | $372K | Hold |
3,715
| – | – | 0.37% | 50 |
|
|
2024
Q1 | $359K | Buy |
3,715
+120
| +3% | +$11.6K | 0.37% | 52 |
|
|
2023
Q4 | $349K | Buy |
3,595
+1,180
| +49% | +$115K | 0.4% | 49 |
|
|
2023
Q3 | $213K | Buy |
+2,415
| New | +$213K | 0.28% | 58 |
|