Americana 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 | $490K | Sell |
4,151
-501
| -11% | -$59.1K | 0.02% | 308 |
|
|
2025
Q1 | $567K | Sell |
4,652
-155
| -3% | -$18.9K | 0.02% | 257 |
|
|
2024
Q4 | $518K | Buy |
4,807
+135
| +3% | +$14.5K | 0.02% | 270 |
|
|
2024
Q3 | $539K | Buy |
4,672
+787
| +20% | +$90.7K | 0.04% | 234 |
|
|
2024
Q2 | $389K | Buy |
3,885
+3
| +0.1% | +$301 | 0.03% | 254 |
|
|
2024
Q1 | $375K | Buy |
3,882
+1,703
| +78% | +$165K | 0.03% | 257 |
|
|
2023
Q4 | $211K | Sell |
2,179
-1,121
| -34% | -$109K | 0.02% | 300 |
|
|
2023
Q3 | $291K | Sell |
3,300
-4,929
| -60% | -$435K | 0.03% | 241 |
|
|
2023
Q2 | $738K | Buy |
8,229
+2,183
| +36% | +$196K | 0.1% | 161 |
|
|
2023
Q1 | $583K | Buy |
6,046
+150
| +3% | +$14.5K | 0.09% | 169 |
|
|
2022
Q4 | $900K | Sell |
5,896
-5,396
| -48% | -$824K | 0.16% | 126 |
|
|
2022
Q3 | $1.04M | Buy |
11,292
+14
| +0.1% | +$1.29K | 0.19% | 112 |
|
|
2022
Q2 | $1.17M | Buy |
11,278
+7,317
| +185% | +$759K | 0.21% | 102 |
|
|
2022
Q1 | $419K | Sell |
3,961
-731
| -16% | -$77.3K | 0.13% | 146 |
|
|
2021
Q4 | $492K | Buy |
+4,692
| New | +$492K | 0.09% | 167 |
|
|
2020
Q1 | – | Sell |
-79
| Closed | -$7K | – | 211 |
|
|
2019
Q4 | $7K | Buy |
+79
| New | +$7K | ﹤0.01% | 458 |
|