Altrius Capital Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,138
| Closed | -$208K | – | 89 |
|
|
2023
Q4 | $208K | Buy |
+2,138
| New | +$208K | 0.06% | 92 |
|
|
2023
Q2 | – | Sell |
-2,451
| Closed | -$236K | – | 92 |
|
|
2023
Q1 | $236K | Sell |
2,451
-364
| -13% | -$35.1K | 0.07% | 83 |
|
|
2022
Q4 | $290K | Buy |
2,815
+64
| +2% | +$6.59K | 0.09% | 91 |
|
|
2022
Q3 | $255K | Buy |
2,751
+835
| +44% | +$77.4K | 0.1% | 84 |
|
|
2022
Q2 | $205K | Buy |
+1,916
| New | +$205K | 0.07% | 86 |
|