Apella Capital’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 | $612K | Buy |
5,219
+209
| +4% | +$24.5K | 0.02% | 273 |
|
|
2025
Q1 | $583K | Sell |
5,010
-47
| -0.9% | -$5.47K | 0.02% | 242 |
|
|
2024
Q4 | $545K | Buy |
5,057
+1,860
| +58% | +$200K | 0.02% | 222 |
|
|
2024
Q3 | $373K | Buy |
3,197
+45
| +1% | +$5.25K | 0.02% | 242 |
|
|
2024
Q2 | $318K | Buy |
3,152
+834
| +36% | +$84.2K | 0.01% | 253 |
|
|
2024
Q1 | $226K | Sell |
2,318
-362
| -14% | -$35.2K | 0.01% | 272 |
|
|
2023
Q4 | $264K | Buy |
2,680
+370
| +16% | +$36.4K | 0.01% | 251 |
|
|
2023
Q3 | $204K | Buy |
2,310
+20
| +0.9% | +$1.77K | 0.01% | 249 |
|
|
2023
Q2 | $206K | Buy |
+2,290
| New | +$206K | 0.01% | 244 |
|
|
2022
Q4 | $205K | Buy |
+1,988
| New | +$205K | 0.02% | 226 |
|