AM Investment Strategies’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 | $426K | Buy |
3,616
+22
| +0.6% | +$2.59K | 0.1% | 80 |
|
|
2025
Q1 | $438K | Buy |
3,594
+7
| +0.2% | +$853 | 0.11% | 74 |
|
|
2024
Q4 | $387K | Sell |
3,587
-9
| -0.3% | -$971 | 0.09% | 77 |
|
|
2024
Q3 | $415K | Buy |
3,596
+30
| +0.8% | +$3.46K | 0.1% | 75 |
|
|
2024
Q2 | $357K | Buy |
3,566
+53
| +2% | +$5.31K | 0.09% | 80 |
|
|
2024
Q1 | $340K | Buy |
3,513
+9
| +0.3% | +$871 | 0.09% | 86 |
|
|
2023
Q4 | $340K | Buy |
3,504
+173
| +5% | +$16.8K | 0.1% | 79 |
|
|
2023
Q3 | $294K | Sell |
3,331
-192
| -5% | -$16.9K | 0.1% | 74 |
|
|
2023
Q2 | $316K | Buy |
3,523
+8
| +0.2% | +$718 | 0.1% | 74 |
|
|
2023
Q1 | $339K | Buy |
3,515
+23
| +0.7% | +$2.22K | 0.12% | 66 |
|
|
2022
Q4 | $360K | Buy |
3,492
+7
| +0.2% | +$722 | 0.13% | 63 |
|
|
2022
Q3 | $324K | Buy |
3,485
+7
| +0.2% | +$651 | 0.12% | 65 |
|
|
2022
Q2 | $373K | Sell |
3,478
-58
| -2% | -$6.22K | 0.13% | 66 |
|
|
2022
Q1 | $395K | Buy |
3,536
+240
| +7% | +$26.8K | 0.1% | 74 |
|
|
2021
Q4 | $346K | Buy |
3,296
+47
| +1% | +$4.93K | 0.08% | 85 |
|
|
2021
Q3 | $317K | Buy |
3,249
+49
| +2% | +$4.78K | 0.08% | 83 |
|
|
2021
Q2 | $316K | Buy |
3,200
+6
| +0.2% | +$593 | 0.08% | 85 |
|
|
2021
Q1 | $308K | Sell |
3,194
-134
| -4% | -$12.9K | 0.09% | 78 |
|
|
2020
Q4 | $305K | Buy |
3,328
+559
| +20% | +$51.2K | 0.09% | 74 |
|
|
2020
Q3 | $245K | Buy |
+2,769
| New | +$245K | 0.09% | 74 |
|