AGF Management’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 | $8.78M | Sell |
74,377
-23,786
| -24% | -$2.81M | 0.04% | 225 |
|
|
2025
Q1 | $12M | Sell |
98,163
-2,625
| -3% | -$320K | 0.06% | 177 |
|
|
2024
Q4 | $10.9M | Sell |
100,788
-9,114
| -8% | -$982K | 0.05% | 196 |
|
|
2024
Q3 | $12.7M | Buy |
109,902
+18,633
| +20% | +$2.15M | 0.06% | 190 |
|
|
2024
Q2 | $9.15M | Buy |
91,269
+3,388
| +4% | +$340K | 0.05% | 211 |
|
|
2024
Q1 | $8.5M | Buy |
87,881
+1,416
| +2% | +$137K | 0.05% | 226 |
|
|
2023
Q4 | $8.39M | Buy |
86,465
+18,120
| +27% | +$1.76M | 0.05% | 221 |
|
|
2023
Q3 | $6.03M | Sell |
68,345
-4,285
| -6% | -$378K | 0.04% | 228 |
|
|
2023
Q2 | $6.52M | Buy |
72,630
+5,401
| +8% | +$485K | 0.05% | 227 |
|
|
2023
Q1 | $6.49M | Buy |
67,229
+2,017
| +3% | +$195K | 0.04% | 245 |
|
|
2022
Q4 | $6.72M | Buy |
+65,212
| New | +$6.72M | 0.05% | 228 |
|