Axiom Investment Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-738
| Closed | -$68K | – | 186 |
|
|
2022
Q3 | $68K | Buy |
+738
| New | +$68K | 0.14% | 130 |
|
|
2021
Q2 | – | Sell |
-2,310
| Closed | -$223K | – | 171 |
|
|
2021
Q1 | $223K | Buy |
+2,310
| New | +$223K | 0.18% | 114 |
|
|
2019
Q3 | – | Sell |
-4,017
| Closed | -$354K | – | 276 |
|
|
2019
Q2 | $354K | Sell |
4,017
-65
| -2% | -$5.73K | 0.06% | 262 |
|
|
2019
Q1 | $371K | Sell |
4,082
-10,275
| -72% | -$934K | 0.07% | 255 |
|
|
2018
Q4 | $1.24M | Buy |
+14,357
| New | +$1.24M | 0.26% | 91 |
|