Analyst IMS Investment Management Services’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,367	Closed	-$255K	–	135
2024 Q4	$255K	Buy	2,367 +441	+23%	+$47.5K	0.01%	124
2024 Q3	$222K	Sell	1,926 -161	-8%	-$18.6K	0.01%	132
2024 Q2	$209K	Buy	+2,087	New	+$209K	0.01%	127