World Investment 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
Q2 | $2.77M | Buy |
23,453
+1,997
| +9% | +$236K | 0.06% | 319 |
|
|
2025
Q1 | $2.62M | Buy |
21,456
+1,743
| +9% | +$213K | 0.07% | 303 |
|
|
2024
Q4 | $2.12M | Buy |
19,713
+10,816
| +122% | +$1.17M | 0.06% | 318 |
|
|
2024
Q3 | $1.03M | Sell |
8,897
-2,967
| -25% | -$342K | 0.03% | 416 |
|
|
2024
Q2 | $1.19M | Buy |
+11,864
| New | +$1.19M | 0.07% | 248 |
|
|
2024
Q1 | – | Sell |
-2,062
| Closed | -$200K | – | 412 |
|
|
2023
Q4 | $200K | Buy |
+2,062
| New | +$200K | 0.03% | 367 |
|