Barrett & Company’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 | $195K | Hold |
1,651
| – | – | 0.07% | 148 |
|
|
2025
Q1 | $201K | Hold |
1,651
| – | – | 0.09% | 132 |
|
|
2024
Q4 | $178K | Hold |
1,651
| – | – | 0.08% | 144 |
|
|
2024
Q3 | $190K | Buy |
1,651
+1
| +0.1% | +$115 | 0.08% | 140 |
|
|
2024
Q2 | $165K | Sell |
1,650
-44
| -3% | -$4.41K | 0.07% | 146 |
|
|
2024
Q1 | $164K | Sell |
1,694
-18
| -1% | -$1.74K | 0.08% | 144 |
|
|
2023
Q4 | $166K | Sell |
1,712
-188
| -10% | -$18.2K | 0.09% | 139 |
|
|
2023
Q3 | $168K | Sell |
1,900
-9
| -0.5% | -$794 | 0.1% | 136 |
|
|
2023
Q2 | $171K | Buy |
1,909
+583
| +44% | +$52.3K | 0.1% | 137 |
|
|
2023
Q1 | $128K | Sell |
1,326
-208
| -14% | -$20.1K | 0.08% | 154 |
|
|
2022
Q4 | $158K | Hold |
1,534
| – | – | 0.1% | 129 |
|
|
2022
Q3 | $158K | Buy |
+1,534
| New | +$158K | 0.1% | 129 |
|