Baker Avenue Asset Management’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 | $520K | Buy |
4,407
+592
| +16% | +$69.8K | 0.01% | 298 |
|
|
2025
Q1 | $465K | Sell |
3,815
-524
| -12% | -$63.9K | 0.01% | 306 |
|
|
2024
Q4 | $468K | Buy |
4,339
+552
| +15% | +$59.5K | 0.01% | 294 |
|
|
2024
Q3 | $437K | Buy |
3,787
+36
| +1% | +$4.15K | 0.01% | 301 |
|
|
2024
Q2 | $376K | Buy |
+3,751
| New | +$376K | 0.01% | 290 |
|
|
2023
Q4 | – | Sell |
-2,695
| Closed | -$238K | – | 653 |
|
|
2023
Q3 | $238K | Buy |
2,695
+1,045
| +63% | +$92.2K | 0.01% | 321 |
|
|
2023
Q2 | $148K | Sell |
1,650
-374
| -18% | -$33.6K | 0.01% | 370 |
|
|
2023
Q1 | $195K | Buy |
2,024
+1,799
| +800% | +$174K | 0.01% | 345 |
|
|
2022
Q4 | $23.2K | Buy |
+225
| New | +$23.2K | ﹤0.01% | 595 |
|