Aigen Investment 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
Q1 | – | Sell |
-11,593
| Closed | -$1.25M | – | 818 |
|
|
2024
Q4 | $1.25M | Sell |
11,593
-7,430
| -39% | -$801K | 0.22% | 132 |
|
|
2024
Q3 | $2.19M | Buy |
19,023
+13,557
| +248% | +$1.56M | 0.43% | 39 |
|
|
2024
Q2 | $548K | Buy |
+5,466
| New | +$548K | 0.11% | 277 |
|
|
2023
Q2 | – | Sell |
-4,514
| Closed | -$435K | – | 799 |
|
|
2023
Q1 | $435K | Buy |
4,514
+1,079
| +31% | +$104K | 0.06% | 344 |
|
|
2022
Q4 | $354K | Sell |
3,435
-23,472
| -87% | -$2.42M | 0.05% | 337 |
|
|
2022
Q3 | $2.5M | Buy |
+26,907
| New | +$2.5M | 0.36% | 76 |
|
|
2022
Q1 | – | Sell |
-7,642
| Closed | -$787K | – | 684 |
|
|
2021
Q4 | $787K | Buy |
+7,642
| New | +$787K | 0.05% | 489 |
|
|
2021
Q2 | – | Sell |
-13,655
| Closed | -$1.32M | – | 538 |
|
|
2021
Q1 | $1.32M | Sell |
13,655
-19,838
| -59% | -$1.91M | 0.17% | 143 |
|
|
2020
Q4 | $3.07M | Buy |
33,493
+6,758
| +25% | +$619K | 0.4% | 53 |
|
|
2020
Q3 | $2.37M | Buy |
26,735
+12,269
| +85% | +$1.09M | 0.3% | 86 |
|
|
2020
Q2 | $1.16M | Sell |
14,466
-87,611
| -86% | -$7M | 0.15% | 217 |
|
|
2020
Q1 | $8.26M | Buy |
+102,077
| New | +$8.26M | 1.1% | 3 |
|