Winthrop Advisory Group’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 | $250K | Buy |
2,117
+34
| +2% | +$4.01K | 0.02% | 151 |
|
|
2025
Q1 | $254K | Sell |
2,083
-12
| -0.6% | -$1.46K | 0.03% | 130 |
|
|
2024
Q4 | $226K | Buy |
2,095
+9
| +0.4% | +$970 | 0.03% | 140 |
|
|
2024
Q3 | $241K | Buy |
+2,086
| New | +$241K | 0.03% | 126 |
|
|
2022
Q3 | – | Sell |
-2,245
| Closed | -$241K | – | 124 |
|
|
2022
Q2 | $241K | Sell |
2,245
-377
| -14% | -$40.5K | 0.06% | 102 |
|
|
2022
Q1 | $293K | Buy |
2,622
+403
| +18% | +$45K | 0.06% | 101 |
|
|
2021
Q4 | $233K | Sell |
2,219
-42
| -2% | -$4.41K | 0.05% | 126 |
|
|
2021
Q3 | $221K | Buy |
+2,261
| New | +$221K | 0.05% | 125 |
|
|
2021
Q2 | – | Sell |
-3,295
| Closed | -$318K | – | 137 |
|
|
2021
Q1 | $318K | Buy |
+3,295
| New | +$318K | 0.08% | 93 |
|