Bleakley Financial Group’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 | $3.27M | Buy |
27,700
+1,656
| +6% | +$195K | 0.08% | 206 |
|
|
2025
Q1 | $3.18M | Buy |
26,044
+1,758
| +7% | +$214K | 0.1% | 184 |
|
|
2024
Q4 | $2.62M | Buy |
24,286
+582
| +2% | +$62.7K | 0.08% | 212 |
|
|
2024
Q3 | $2.73M | Sell |
23,704
-532
| -2% | -$61.3K | 0.08% | 200 |
|
|
2024
Q2 | $2.43M | Buy |
24,236
+2,529
| +12% | +$253K | 0.07% | 249 |
|
|
2024
Q1 | $2.1M | Sell |
21,707
-165
| -0.8% | -$16K | 0.06% | 286 |
|
|
2023
Q4 | $2.12M | Buy |
21,872
+404
| +2% | +$39.2K | 0.07% | 267 |
|
|
2023
Q3 | $1.89M | Sell |
21,468
-3,758
| -15% | -$332K | 0.07% | 271 |
|
|
2023
Q2 | $2.26M | Buy |
25,226
+2,629
| +12% | +$236K | 0.07% | 244 |
|
|
2023
Q1 | $2.18M | Buy |
22,597
+657
| +3% | +$63.4K | 0.07% | 237 |
|
|
2022
Q4 | $2.26M | Buy |
+21,940
| New | +$2.26M | 0.08% | 226 |
|