Annis Gardner Whiting Capital Advisors’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 | $285K | Buy |
2,414
+613
| +34% | +$72.3K | 0.1% | 180 |
|
|
2025
Q1 | $220K | Buy |
1,801
+4
| +0.2% | +$488 | 0.09% | 179 |
|
|
2024
Q4 | $194K | Sell |
1,797
-1,318
| -42% | -$142K | 0.05% | 203 |
|
|
2024
Q3 | $359K | Buy |
3,115
+860
| +38% | +$99.2K | 0.1% | 163 |
|
|
2024
Q2 | $226K | Buy |
2,255
+19
| +0.8% | +$1.9K | 0.06% | 201 |
|
|
2024
Q1 | $216K | Buy |
2,236
+365
| +20% | +$35.3K | 0.08% | 176 |
|
|
2023
Q4 | $182K | Buy |
1,871
+760
| +68% | +$73.8K | 0.08% | 161 |
|
|
2023
Q3 | $98.1K | Buy |
+1,111
| New | +$98.1K | 0.05% | 211 |
|