World Equity 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 | $392K | Sell |
3,323
-498
| -13% | -$58.8K | 0.11% | 201 |
|
|
2025
Q1 | $456K | Buy |
3,821
+582
| +18% | +$69.5K | 0.13% | 163 |
|
|
2024
Q4 | $349K | Sell |
3,239
-437
| -12% | -$47.1K | 0.07% | 242 |
|
|
2024
Q3 | $424K | Sell |
3,676
-504
| -12% | -$58.1K | 0.15% | 142 |
|
|
2024
Q2 | $419K | Sell |
4,180
-242
| -5% | -$24.3K | 0.13% | 175 |
|
|
2024
Q1 | $428K | Sell |
4,422
-226
| -5% | -$21.9K | 0.09% | 199 |
|
|
2023
Q4 | $451K | Sell |
4,648
-925
| -17% | -$89.8K | 0.09% | 203 |
|
|
2023
Q3 | $492K | Buy |
5,573
+810
| +17% | +$71.5K | 0.1% | 208 |
|
|
2023
Q2 | $427K | Buy |
+4,763
| New | +$427K | 0.13% | 204 |
|
|
2023
Q1 | – | Sell |
-4,924
| Closed | -$507K | – | 526 |
|
|
2022
Q4 | $507K | Sell |
4,924
-1
| -0% | -$103 | 0.12% | 172 |
|
|
2022
Q3 | $458K | Sell |
4,925
-307
| -6% | -$28.6K | 0.12% | 177 |
|
|
2022
Q2 | $561K | Buy |
5,232
+349
| +7% | +$37.4K | 0.14% | 167 |
|
|
2022
Q1 | $545K | Buy |
+4,883
| New | +$545K | 0.12% | 195 |
|