AIMC
Alley Investment Management Company’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.19M | Buy |
77,910
+843
| +1% | +$99.5K | 1.11% | 40 |
|
|
2025
Q1 | $9.4M | Buy |
77,067
+590
| +0.8% | +$72K | 1.18% | 36 |
|
|
2024
Q4 | $8.24M | Buy |
76,477
+20,414
| +36% | +$2.2M | 1.04% | 39 |
|
|
2024
Q3 | $6.46M | Buy |
56,063
+358
| +0.6% | +$41.3K | 0.82% | 48 |
|
|
2024
Q2 | $5.58M | Buy |
55,705
+516
| +0.9% | +$51.7K | 0.76% | 48 |
|
|
2024
Q1 | $5.34M | Sell |
55,189
-268
| -0.5% | -$25.9K | 0.73% | 49 |
|
|
2023
Q4 | $5.38M | Buy |
55,457
+5,765
| +12% | +$559K | 0.79% | 47 |
|
|
2023
Q3 | $4.39M | Buy |
49,692
+1,973
| +4% | +$174K | 0.74% | 48 |
|
|
2023
Q2 | $4.28M | Buy |
47,719
+1,505
| +3% | +$135K | 0.69% | 51 |
|
|
2023
Q1 | $4.46M | Buy |
46,214
+29,299
| +173% | +$2.83M | 0.74% | 51 |
|
|
2022
Q4 | $1.74M | Buy |
16,915
+352
| +2% | +$36.3K | 0.3% | 60 |
|
|
2022
Q3 | $1.54M | Buy |
16,563
+819
| +5% | +$76.2K | 0.31% | 58 |
|
|
2022
Q2 | $1.69M | Buy |
15,744
+687
| +5% | +$73.7K | 0.32% | 57 |
|
|
2022
Q1 | $1.68M | Buy |
+15,057
| New | +$1.68M | 0.28% | 58 |
|