XWM
Xcel Wealth Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
3,647
+508
| +16% | +$59.9K | 0.12% | 99 |
|
|
2025
Q1 | $383K | Hold |
3,139
| – | – | 0.12% | 105 |
|
|
2024
Q4 | $338K | Hold |
3,139
| – | – | 0.09% | 104 |
|
|
2024
Q3 | $362K | Buy |
3,139
+22
| +0.7% | +$2.54K | 0.11% | 97 |
|
|
2024
Q2 | $312K | Buy |
3,117
+600
| +24% | +$60.1K | 0.1% | 99 |
|
|
2024
Q1 | $243K | Buy |
2,517
+300
| +14% | +$29K | 0.08% | 115 |
|
|
2023
Q4 | $215K | Buy |
+2,217
| New | +$215K | 0.08% | 107 |
|
|
2023
Q1 | – | Sell |
-2,019
| Closed | -$208K | – | 132 |
|
|
2022
Q4 | $208K | Buy |
+2,019
| New | +$208K | 0.08% | 125 |
|
|
2022
Q3 | – | Sell |
-2,019
| Closed | -$216K | – | 125 |
|
|
2022
Q2 | $216K | Buy |
2,019
+2
| +0.1% | +$214 | 0.08% | 115 |
|
|
2022
Q1 | $225K | Hold |
2,017
| – | – | 0.06% | 129 |
|
|
2021
Q4 | $212K | Buy |
+2,017
| New | +$212K | 0.05% | 140 |
|
|
2021
Q1 | – | Sell |
-2,206
| Closed | -$201K | – | 130 |
|
|
2020
Q4 | $201K | Buy |
+2,206
| New | +$201K | 0.09% | 118 |
|