BWAM
Boyd Watterson Asset Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.9K | Sell |
491
-95
| -16% | -$11.2K | 0.02% | 178 |
|
|
2025
Q1 | $71.5K | Sell |
586
-89
| -13% | -$10.9K | 0.02% | 168 |
|
|
2024
Q4 | $72.7K | Hold |
675
| – | – | 0.02% | 165 |
|
|
2024
Q3 | $77.8K | Sell |
675
-22
| -3% | -$2.54K | 0.02% | 162 |
|
|
2024
Q2 | $69.9K | Hold |
697
| – | – | 0.02% | 162 |
|
|
2024
Q1 | $67.4K | Hold |
697
| – | – | 0.02% | 163 |
|
|
2023
Q4 | $67.6K | Hold |
697
| – | – | 0.03% | 165 |
|
|
2023
Q3 | $61.5K | Hold |
697
| – | – | 0.03% | 168 |
|
|
2023
Q2 | $62.5K | Hold |
697
| – | – | 0.02% | 171 |
|
|
2023
Q1 | $67.2K | Hold |
697
| – | – | 0.03% | 176 |
|
|
2022
Q4 | $71.8K | Buy |
+697
| New | +$71.8K | 0.03% | 172 |
|