AIMA
Ables Iannone Moore & Associates’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Buy |
6,520
+506
| +8% | +$59.7K | 0.48% | 37 |
|
|
2025
Q1 | $734K | Sell |
6,014
-299
| -5% | -$36.5K | 0.5% | 38 |
|
|
2024
Q4 | $680K | Sell |
6,313
-121
| -2% | -$13K | 0.42% | 40 |
|
|
2024
Q3 | $742K | Sell |
6,434
-718
| -10% | -$82.8K | 0.48% | 36 |
|
|
2024
Q2 | $717K | Sell |
7,152
-119
| -2% | -$11.9K | 0.47% | 34 |
|
|
2024
Q1 | $703K | Sell |
7,271
-166
| -2% | -$16.1K | 0.5% | 35 |
|
|
2023
Q4 | $722K | Buy |
+7,437
| New | +$722K | 0.55% | 33 |
|