AlphaCore Capital’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 | $698K | Buy |
5,912
+1,499
| +34% | +$177K | 0.03% | 317 |
|
|
2025
Q1 | $538K | Buy |
4,413
+657
| +17% | +$80.1K | 0.05% | 248 |
|
|
2024
Q4 | $405K | Buy |
3,756
+10
| +0.3% | +$1.08K | 0.09% | 133 |
|
|
2024
Q3 | $432K | Sell |
3,746
-106
| -3% | -$12.2K | 0.1% | 121 |
|
|
2024
Q2 | $386K | Buy |
3,852
+43
| +1% | +$4.31K | 0.09% | 123 |
|
|
2024
Q1 | $368K | Buy |
3,809
+85
| +2% | +$8.22K | 0.1% | 115 |
|
|
2023
Q4 | $361K | Sell |
3,724
-621
| -14% | -$60.3K | 0.05% | 177 |
|
|
2023
Q3 | $384K | Buy |
4,345
+639
| +17% | +$56.4K | 0.06% | 165 |
|
|
2023
Q2 | $333K | Buy |
+3,706
| New | +$333K | 0.05% | 165 |
|