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Becker Capital Management’s Duke Energy DUK Stock Holding History

Becker Capital Management’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,130
Closed -$219K – 263
2022
Q4 		$219K Sell
2,130
-445
-17% -$42.7K 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% -$17.4K 0.01% 178
2021
Q4 		$288K Sell
2,743
-231
-8% -$23.4K 0.01% 178
2021
Q3 		$290K Sell
2,974
-200
-6% -$20.7K 0.01% 177
2021
Q2 		$313K Buy
3,174
+601
+23% +$60.4K 0.01% 172
2021
Q1 		$248K Buy
+2,573
New +$235K 0.01% 178
2018
Q2 		– Sell
-4,910
Closed -$380K – 162
2018
Q1 		$380K Buy
+4,910
New +$380K 0.01% 132

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