Bearing Point Capital’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
$752K Sell
6,376
-1,129
-15% -$133K 0.14% 99
2025
Q1
$915K Buy
7,505
+250
+3% +$30.5K 0.19% 94
2024
Q4
$782K Buy
+7,255
New +$782K 0.16% 98