Almanack Investment Partners’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 | $646K | Buy |
5,474
+1,716
| +46% | +$202K | 0.1% | 103 |
|
|
2025
Q1 | $458K | Sell |
3,758
-128
| -3% | -$15.6K | 0.09% | 95 |
|
|
2024
Q4 | $419K | Hold |
3,886
| – | – | 0.06% | 121 |
|
|
2024
Q3 | $448K | Buy |
3,886
+34
| +0.9% | +$3.92K | 0.07% | 115 |
|
|
2024
Q2 | $386K | Hold |
3,852
| – | – | 0.07% | 121 |
|
|
2024
Q1 | $373K | Buy |
3,852
+126
| +3% | +$12.2K | 0.06% | 124 |
|
|
2023
Q4 | $362K | Hold |
3,726
| – | – | 0.07% | 108 |
|
|
2023
Q3 | $329K | Hold |
3,726
| – | – | 0.06% | 104 |
|
|
2023
Q2 | $334K | Buy |
3,726
+69
| +2% | +$6.19K | 0.06% | 120 |
|
|
2023
Q1 | $353K | Hold |
3,657
| – | – | 0.07% | 112 |
|
|
2022
Q4 | $377K | Sell |
3,657
-148
| -4% | -$15.2K | 0.08% | 101 |
|
|
2022
Q3 | $354K | Sell |
3,805
-166
| -4% | -$15.4K | 0.07% | 95 |
|
|
2022
Q2 | $426K | Hold |
3,971
| – | – | 0.04% | 262 |
|
|
2022
Q1 | $443K | Sell |
3,971
-119
| -3% | -$13.3K | 0.04% | 282 |
|
|
2021
Q4 | $429K | Buy |
4,090
+145
| +4% | +$15.2K | 0.03% | 287 |
|
|
2021
Q3 | $385K | Hold |
3,945
| – | – | 0.03% | 311 |
|
|
2021
Q2 | $389K | Hold |
3,945
| – | – | 0.04% | 269 |
|
|
2021
Q1 | $381K | Buy |
+3,945
| New | +$381K | 0.04% | 281 |
|
|
2017
Q2 | – | Sell |
-2,279
| Closed | -$187K | – | 184 |
|
|
2017
Q1 | $187K | Buy |
+2,279
| New | +$187K | 0.14% | 108 |
|