Beacon Capital Management LLC (Tennessee)’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 | $440K | Sell |
3,726
-72
| -2% | -$8.5K | 0.06% | 73 |
|
|
2025
Q1 | $463K | Buy |
3,798
+76
| +2% | +$9.27K | 0.06% | 64 |
|
|
2024
Q4 | $401K | Sell |
3,722
-288
| -7% | -$31K | 0.05% | 76 |
|
|
2024
Q3 | $462K | Buy |
4,010
+270
| +7% | +$31.1K | 0.07% | 61 |
|
|
2024
Q2 | $375K | Buy |
3,740
+216
| +6% | +$21.7K | 0.07% | 64 |
|
|
2024
Q1 | $341K | Buy |
3,524
+132
| +4% | +$12.8K | 0.07% | 67 |
|
|
2023
Q4 | $299K | Sell |
3,392
-150
| -4% | -$13.2K | 0.08% | 58 |
|
|
2023
Q3 | $318K | Hold |
3,542
| – | – | 0.08% | 62 |
|
|
2023
Q2 | $318K | Buy |
3,542
+17
| +0.5% | +$1.53K | 0.08% | 62 |
|
|
2023
Q1 | $340K | Sell |
3,525
-199
| -5% | -$19.2K | 0.1% | 56 |
|
|
2022
Q4 | $384K | Sell |
3,724
-19
| -0.5% | -$1.96K | 0.13% | 52 |
|
|
2022
Q3 | $402K | Buy |
3,743
+2
| +0.1% | +$215 | 0.13% | 53 |
|
|
2022
Q2 | $418K | Hold |
3,741
| – | – | 0.1% | 57 |
|
|
2022
Q1 | $418K | Buy |
+3,741
| New | +$418K | 0.1% | 59 |
|