Wiser Advisor 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 | – | Sell |
-753
| Closed | -$91.8K | – | 102 |
|
|
2025
Q1 | $91.8K | Sell |
753
-1,043
| -58% | -$127K | 0.14% | 75 |
|
|
2024
Q4 | $194K | Sell |
1,796
-114
| -6% | -$12.3K | 0.28% | 47 |
|
|
2024
Q3 | $220K | Sell |
1,910
-1,159
| -38% | -$134K | 0.33% | 45 |
|
|
2024
Q2 | $308K | Buy |
3,069
+215
| +8% | +$21.5K | 0.48% | 41 |
|
|
2024
Q1 | $278K | Buy |
2,854
+18
| +0.6% | +$1.75K | 0.43% | 42 |
|
|
2023
Q4 | $275K | Buy |
+2,836
| New | +$275K | 0.46% | 39 |
|