Beck Bode LLC’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-138,639
| Closed | -$14.9M | – | 112 |
|
|
2024
Q4 | $14.9M | Buy |
138,639
+15,888
| +13% | +$1.71M | 2.73% | 18 |
|
|
2024
Q3 | $14.2M | Buy |
+122,751
| New | +$14.2M | 2.66% | 19 |
|
|
2023
Q4 | – | Sell |
-99,005
| Closed | -$8.74M | – | 130 |
|
|
2023
Q3 | $8.74M | Buy |
99,005
+998
| +1% | +$88.1K | 2.23% | 11 |
|
|
2023
Q2 | $8.79M | Buy |
+98,007
| New | +$8.79M | 2.14% | 14 |
|
|
2022
Q2 | – | Sell |
-2,493
| Closed | -$278K | – | 240 |
|
|
2022
Q1 | $278K | Buy |
2,493
+1
| +0% | +$112 | 0.06% | 130 |
|
|
2021
Q4 | $261K | Sell |
2,492
-10
| -0.4% | -$1.05K | 0.07% | 79 |
|
|
2021
Q3 | $244K | Sell |
2,502
-23
| -0.9% | -$2.24K | 0.07% | 77 |
|
|
2021
Q2 | $249K | Sell |
2,525
-50
| -2% | -$4.93K | 0.07% | 71 |
|
|
2021
Q1 | $249K | Buy |
+2,575
| New | +$249K | 0.08% | 60 |
|
|
2020
Q4 | – | Sell |
-2,618
| Closed | -$232K | – | 91 |
|
|
2020
Q3 | $232K | Sell |
2,618
-662
| -20% | -$58.7K | 0.08% | 53 |
|
|
2020
Q2 | $262K | Sell |
3,280
-150
| -4% | -$12K | 0.11% | 46 |
|
|
2020
Q1 | $290K | Sell |
3,430
-841
| -20% | -$71.1K | 0.13% | 46 |
|
|
2019
Q4 | $390K | Sell |
4,271
-881
| -17% | -$80.4K | 0.16% | 57 |
|
|
2019
Q3 | $494K | Sell |
5,152
-595
| -10% | -$57.1K | 0.22% | 52 |
|
|
2019
Q2 | $507K | Sell |
5,747
-1,773
| -24% | -$156K | 0.23% | 49 |
|
|
2019
Q1 | $677K | Sell |
7,520
-1,966
| -21% | -$177K | 0.33% | 47 |
|
|
2018
Q4 | $819K | Buy |
+9,486
| New | +$819K | 0.45% | 48 |
|