Breakwater Capital Group’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$458K Sell
2025
Q1
$473K Buy
2024
Q4
$321K Buy
2024
Q3
$338K Buy
2024
Q2
$287K Sell
2024
Q1
$282K Buy
2023
Q4
$266K Buy
2023
Q3
$245K Buy
2023
Q1
Sell
2022
Q4
$210K Buy