Atomi Financial Group’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 | $1.66M | Sell |
14,094
-535
| -4% | -$63.1K | 0.06% | 218 |
|
|
2025
Q1 | $1.78M | Buy |
14,629
+1,337
| +10% | +$163K | 0.08% | 187 |
|
|
2024
Q4 | $1.43M | Buy |
13,292
+915
| +7% | +$98.6K | 0.07% | 199 |
|
|
2024
Q3 | $1.43M | Buy |
12,377
+310
| +3% | +$35.7K | 0.09% | 177 |
|
|
2024
Q2 | $1.21M | Buy |
12,067
+693
| +6% | +$69.5K | 0.09% | 181 |
|
|
2024
Q1 | $1.1M | Buy |
11,374
+5,253
| +86% | +$508K | 0.1% | 173 |
|
|
2023
Q4 | $594K | Buy |
6,121
+3,550
| +138% | +$344K | 0.08% | 229 |
|
|
2023
Q3 | $227K | Buy |
2,571
+102
| +4% | +$9K | 0.08% | 299 |
|
|
2023
Q2 | $222K | Buy |
+2,469
| New | +$222K | 0.1% | 233 |
|