Becker Capital Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,130
| Closed | -$219K | – | 263 |
|
|
2022
Q4 | $219K | Sell |
2,130
-445
| -17% | -$45.8K | 0.01% | 180 |
|
|
2022
Q3 | $240K | Hold |
2,575
| – | – | 0.01% | 178 |
|
|
2022
Q2 | $276K | Hold |
2,575
| – | – | 0.01% | 179 |
|
|
2022
Q1 | $288K | Sell |
2,575
-168
| -6% | -$18.8K | 0.01% | 178 |
|
|
2021
Q4 | $288K | Sell |
2,743
-231
| -8% | -$24.3K | 0.01% | 178 |
|
|
2021
Q3 | $290K | Sell |
2,974
-200
| -6% | -$19.5K | 0.01% | 177 |
|
|
2021
Q2 | $313K | Buy |
3,174
+601
| +23% | +$59.3K | 0.01% | 172 |
|
|
2021
Q1 | $248K | Buy |
+2,573
| New | +$248K | 0.01% | 178 |
|
|
2018
Q2 | – | Sell |
-4,910
| Closed | -$380K | – | 162 |
|
|
2018
Q1 | $380K | Buy |
+4,910
| New | +$380K | 0.01% | 132 |
|