ASB Consultores’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 |
-3,756
| Closed | -$405K | – | 153 |
|
|
2024
Q4 | $405K | Sell |
3,756
-212
| -5% | -$22.8K | 0.17% | 98 |
|
|
2024
Q3 | $458K | Sell |
3,968
-156
| -4% | -$18K | 0.18% | 89 |
|
|
2024
Q2 | $413K | Sell |
4,124
-368
| -8% | -$36.9K | 0.15% | 93 |
|
|
2024
Q1 | $434K | Buy |
4,492
+2,323
| +107% | +$225K | 0.11% | 136 |
|
|
2023
Q4 | $210K | Sell |
2,169
-1,678
| -44% | -$163K | 0.07% | 104 |
|
|
2023
Q3 | $340K | Sell |
3,847
-968
| -20% | -$85.4K | 0.13% | 74 |
|
|
2023
Q2 | $432K | Buy |
4,815
+610
| +15% | +$54.7K | 0.21% | 95 |
|
|
2023
Q1 | $406K | Buy |
+4,205
| New | +$406K | 0.16% | 102 |
|
|
2022
Q3 | – | Sell |
-1,877
| Closed | -$201K | – | 184 |
|
|
2022
Q2 | $201K | Buy |
+1,877
| New | +$201K | 0.09% | 170 |
|